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Institute for Wealth Management’s Diamondback Energy FANG Stock Holding History

Institute for Wealth Management’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$582K Sell
3,312
-249
-7% -$48.3K 0.05% 294
2026
Q1 		$704K Sell
3,561
-114
-3% -$19.4K 0.08% 254
2025
Q4 		$552K Buy
3,675
+2
+0.1% +$295 0.06% 291
2025
Q3 		$526K Buy
3,673
+162
+5% +$23.1K 0.05% 313
2025
Q2 		$482K Sell
3,511
-723
-17% -$100K 0.05% 324
2025
Q1 		$677K Hold
4,234
– – 0.09% 243
2024
Q4 		$694K Sell
4,234
-200
-5% -$35.2K 0.09% 232
2024
Q3 		$764K Hold
4,434
– – 0.1% 220
2024
Q2 		$888K Buy
4,434
+308
+7% +$61.1K 0.12% 179
2024
Q1 		$818K Sell
4,126
-44
-1% -$7.47K 0.11% 200
2023
Q4 		$647K Hold
4,170
– – 0.1% 223
2023
Q3 		$646K Sell
4,170
-140
-3% -$20.7K 0.12% 211
2023
Q2 		$566K Hold
4,310
– – 0.1% 236
2023
Q1 		$583K Sell
4,310
-100
-2% -$13.9K 0.11% 237
2022
Q4 		$603K Buy
4,410
+689
+19% +$101K 0.13% 222
2022
Q3 		$448K Buy
3,721
+206
+6% +$25.7K 0.1% 260
2022
Q2 		$426K Buy
3,515
+54
+2% +$7.4K 0.08% 309
2022
Q1 		$474K Sell
3,461
-3
-0.1% -$390 0.08% 303
2021
Q4 		$374K Sell
3,464
-40
-1% -$4.33K 0.06% 332
2021
Q3 		$332K Buy
3,504
+1
+0% +$80 0.06% 347
2021
Q2 		$329K Buy
3,503
+1
+0% +$82 0.06% 352
2021
Q1 		$257K Buy
+3,502
New +$240K 0.05% 392

Other funds holding FANG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Institute for Wealth Management reduced its Diamondback Energy (FANG) stake by 7% in Q2 2026, selling an estimated $48.3K and leaving 3,312 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #294.

Institute for Wealth Management first reported a position in FANG in Q1 2021 and has held it in 22 quarters since. The position peaked at $888K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • Institute for Wealth Management held 3,312 shares of Diamondback Energy worth $582K as of Q2 2026.
  • Institute for Wealth Management sold 249 Diamondback Energy shares in Q2 2026, an estimated $48.3K.
  • Diamondback Energy made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Institute for Wealth Management first reported a position in Diamondback Energy in Q1 2021 and has held it in 22 quarters since.
  • Institute for Wealth Management's Diamondback Energy position peaked at $888K in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

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