Institute for Wealth Management’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126K	Buy	+1,119	New	+$80.7K	0.01%	629

Other funds holding ICHR

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

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

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

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

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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Ichor Holdings (ICHR) in Q2 2026: 1,119 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings.

128 funds tracked by Wall St. Rank hold ICHR as of Q2 2026.

Institute for Wealth Management held 1,119 shares of Ichor Holdings worth $126K as of Q2 2026.
Ichor Holdings was a new Institute for Wealth Management position in Q2 2026.
Ichor Holdings made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #629 holding.
128 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2026.

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