Institute for Wealth Management’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.48M | Hold |
3,558
| – | – | 0.13% | 152 |
|
|
2026
Q1 | $1.03M | Hold |
3,558
| – | – | 0.11% | 194 |
|
|
2025
Q4 | $908K | Sell |
3,558
-4
| -0.1% | -$1.08K | 0.1% | 212 |
|
|
2025
Q3 | $1.15M | Hold |
3,562
| – | – | 0.12% | 176 |
|
|
2025
Q2 | $1.05M | Hold |
3,562
| – | – | 0.12% | 183 |
|
|
2025
Q1 | $948K | Hold |
3,562
| – | – | 0.12% | 190 |
|
|
2024
Q4 | $896K | Hold |
3,562
| – | – | 0.11% | 194 |
|
|
2024
Q3 | $784K | Buy |
3,562
+866
| +32% | +$168K | 0.1% | 215 |
|
|
2024
Q2 | $464K | Buy |
2,696
+595
| +28% | +$104K | 0.06% | 297 |
|
|
2024
Q1 | $398K | Hold |
2,101
| – | – | 0.05% | 328 |
|
|
2023
Q4 | $376K | Sell |
2,101
-75
| -3% | -$12.2K | 0.06% | 326 |
|
|
2023
Q3 | $351K | Hold |
2,176
| – | – | 0.06% | 314 |
|
|
2023
Q2 | $318K | Buy |
2,176
+338
| +18% | +$48.1K | 0.05% | 353 |
|
|
2023
Q1 | $268K | Hold |
1,838
| – | – | 0.05% | 379 |
|
|
2022
Q4 | $264K | Hold |
1,838
| – | – | 0.06% | 373 |
|
|
2022
Q3 | $266K | Hold |
1,838
| – | – | 0.06% | 360 |
|
|
2022
Q2 | $281K | Hold |
1,838
| – | – | 0.06% | 410 |
|
|
2022
Q1 | $384K | Hold |
1,838
| – | – | 0.06% | 351 |
|
|
2021
Q4 | $450K | Hold |
1,838
| – | – | 0.07% | 296 |
|
|
2021
Q3 | $365K | Hold |
1,838
| – | – | 0.06% | 331 |
|
|
2021
Q2 | $343K | Hold |
1,838
| – | – | 0.06% | 339 |
|
|
2021
Q1 | $383K | Hold |
1,838
| – | – | 0.07% | 313 |
|
|
2020
Q4 | $323K | Hold |
1,838
| – | – | 0.06% | 334 |
|
|
2020
Q3 | $226K | Hold |
1,838
| – | – | 0.05% | 382 |
|
|
2020
Q2 | $256K | Buy |
+1,838
| New | +$247K | 0.06% | 347 |
|
|
2020
Q1 | – | Sell |
-1,842
| Closed | -$257K | – | 478 |
|
|
2019
Q4 | $257K | Hold |
1,842
| – | – | 0.06% | 376 |
|
|
2019
Q3 | $259K | Sell |
1,842
-17
| -0.9% | -$2.35K | 0.07% | 351 |
|
|
2019
Q2 | $271K | Hold |
1,859
| – | – | 0.06% | 373 |
|
|
2019
Q1 | $292K | Buy |
+1,859
| New | +$299K | 0.06% | 342 |
|
|
2018
Q1 | – | Sell |
-1,875
| Closed | -$246K | – | 304 |
|
|
2017
Q4 | $246K | Buy |
+1,875
| New | +$233K | 0.06% | 330 |
|
|
2017
Q3 | – | Sell |
-1,840
| Closed | -$234K | – | 294 |
|
|
2017
Q2 | $234K | Buy |
+1,840
| New | +$241K | 0.06% | 346 |
|
Other funds holding FFIV
JCAM
Institute for Wealth Management's FFIV Position: Q2 2026 in Review
Institute for Wealth Management held its F5 (FFIV) position steady in Q2 2026 at 3,558 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #152.
Institute for Wealth Management first reported a position in FFIV in Q2 2017 and has held it in 31 quarters since. 827 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.
- Institute for Wealth Management held 3,558 shares of F5 worth $1.48M as of Q2 2026.
- Institute for Wealth Management left its F5 share count unchanged in Q2 2026.
- F5 made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #152 holding.
- Institute for Wealth Management first reported a position in F5 in Q2 2017 and has held it in 31 quarters since.
- 827 funds tracked by Wall St. Rank held F5 as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.