Institute for Wealth Management’s East-West Bancorp EWBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Hold	2,835	–	–	0.03%	392
2026 Q1	$303K	Hold	2,835	–	–	0.03%	423
2025 Q4	$319K	Sell	2,835 -174	-6%	-$18.5K	0.03%	422
2025 Q3	$320K	Hold	3,009	–	–	0.03%	434
2025 Q2	$304K	Hold	3,009	–	–	0.03%	433
2025 Q1	$270K	Buy	3,009 +110	+4%	+$10.5K	0.03%	441
2024 Q4	$278K	Buy	+2,899	New	+$284K	0.03%	415

Other funds holding EWBC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Institute for Wealth Management held its East-West Bancorp (EWBC) position steady in Q2 2026 at 2,835 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #392.

Institute for Wealth Management first reported a position in EWBC in Q4 2024 and has held it in 7 quarters since. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

Institute for Wealth Management held 2,835 shares of East-West Bancorp worth $366K as of Q2 2026.
Institute for Wealth Management left its East-West Bancorp share count unchanged in Q2 2026.
East-West Bancorp made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #392 holding.
Institute for Wealth Management first reported a position in East-West Bancorp in Q4 2024 and has held it in 7 quarters since.
648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

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