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Institute for Wealth Management’s iShares Latin America 40 ETF ILF Stock Holding History

Institute for Wealth Management’s Portfolio ILF Stock Details ILF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3K Buy
+662
New +$23.5K ﹤0.01% 1098

Other funds holding ILF

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in iShares Latin America 40 ETF (ILF) in Q2 2026: 662 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings.

193 funds tracked by Wall St. Rank hold ILF as of Q2 2026.

  • Institute for Wealth Management held 662 shares of iShares Latin America 40 ETF worth $22.3K as of Q2 2026.
  • iShares Latin America 40 ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Latin America 40 ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1098 holding.
  • 193 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q2 2026.

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