Institute for Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Institute for Wealth Management’s Portfolio ETD Stock Details ETD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$840	Buy	+38	New	+$806	﹤0.01%	1676

Other funds holding ETD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Institute for Wealth Management's ETD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ethan Allen Interiors (ETD) in Q2 2026: 38 shares worth $840. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings.

86 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

Institute for Wealth Management held 38 shares of Ethan Allen Interiors worth $840 as of Q2 2026.
Ethan Allen Interiors was a new Institute for Wealth Management position in Q2 2026.
Ethan Allen Interiors made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1676 holding.
86 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.