Institute for Wealth Management’s Robinhood HOOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.2K	Buy	+511	New	+$42.8K	﹤0.01%	870

Other funds holding HOOD

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Robinhood (HOOD) in Q2 2026: 511 shares worth $51.2K. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings.

795 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

Institute for Wealth Management held 511 shares of Robinhood worth $51.2K as of Q2 2026.
Robinhood was a new Institute for Wealth Management position in Q2 2026.
Robinhood made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #870 holding.
795 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

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