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Institute for Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Institute for Wealth Management’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Sell
3,251
-97
-3% -$14.6K 0.04% 373
2026
Q1 		$527K Buy
3,348
+39
+1% +$6.36K 0.06% 308
2025
Q4 		$536K Buy
3,309
+54
+2% +$8.46K 0.06% 302
2025
Q3 		$548K Hold
3,255
– – 0.06% 305
2025
Q2 		$597K Buy
3,255
+60
+2% +$10.3K 0.07% 277
2025
Q1 		$551K Buy
3,195
+351
+12% +$57.5K 0.07% 274
2024
Q4 		$424K Buy
2,844
+200
+8% +$31.7K 0.05% 320
2024
Q3 		$425K Hold
2,644
– – 0.05% 331
2024
Q2 		$362K Buy
2,644
+1
+0% +$134 0.05% 351
2024
Q1 		$363K Hold
2,643
– – 0.05% 349
2023
Q4 		$339K Sell
2,643
-121
-4% -$13.7K 0.06% 347
2023
Q3 		$304K Buy
2,764
+36
+1% +$4.12K 0.05% 346
2023
Q2 		$309K Sell
2,728
-44
-2% -$4.76K 0.05% 358
2023
Q1 		$289K Hold
2,772
– – 0.06% 365
2022
Q4 		$284K Buy
2,772
+228
+9% +$22.7K 0.06% 359
2022
Q3 		$230K Buy
2,544
+306
+14% +$30.7K 0.05% 391
2022
Q2 		$210K Sell
2,238
-61
-3% -$6.52K 0.04% 475
2022
Q1 		$304K Buy
2,299
+1
+0% +$129 0.05% 424
2021
Q4 		$314K Hold
2,298
– – 0.05% 367
2021
Q3 		$264K Hold
2,298
– – 0.05% 407
2021
Q2 		$273K Buy
2,298
+73
+3% +$8.4K 0.05% 392
2021
Q1 		$249K Buy
2,225
+211
+10% +$23.9K 0.05% 399
2020
Q4 		$232K Buy
+2,014
New +$209K 0.05% 402

Other funds holding ICE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Institute for Wealth Management reduced its Intercontinental Exchange (ICE) stake by 2.9% in Q2 2026, selling an estimated $14.6K and leaving 3,251 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #373.

Institute for Wealth Management first reported a position in ICE in Q4 2020 and has held it in 23 quarters since. The position peaked at $597K in Q2 2025. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Institute for Wealth Management held 3,251 shares of Intercontinental Exchange worth $400K as of Q2 2026.
  • Institute for Wealth Management sold 97 Intercontinental Exchange shares in Q2 2026, an estimated $14.6K.
  • Intercontinental Exchange made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Institute for Wealth Management first reported a position in Intercontinental Exchange in Q4 2020 and has held it in 23 quarters since.
  • Institute for Wealth Management's Intercontinental Exchange position peaked at $597K in Q2 2025.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

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