Institute for Wealth Management’s Eagle Materials EXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.8K	Buy	+217	New	+$45.4K	﹤0.01%	879

Other funds holding EXP

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HCM

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Eagle Materials (EXP) in Q2 2026: 217 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings.

257 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

Institute for Wealth Management held 217 shares of Eagle Materials worth $48.8K as of Q2 2026.
Eagle Materials was a new Institute for Wealth Management position in Q2 2026.
Eagle Materials made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #879 holding.
257 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

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