Institute for Wealth Management’s IonQ IONQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$687K	Sell	12,897 -768	-6%	-$38.9K	0.06%	266
2026 Q1	$394K	Buy	+13,665	New	+$524K	0.04%	365

Other funds holding IONQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

Institute for Wealth Management reduced its IonQ (IONQ) stake by 5.6% in Q2 2026, selling an estimated $38.9K and leaving 12,897 shares worth $687K. The position accounts for 0.06% of the portfolio, ranked #266.

Institute for Wealth Management first reported a position in IONQ in Q1 2026 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold IONQ as of Q2 2026.

Institute for Wealth Management held 12,897 shares of IonQ worth $687K as of Q2 2026.
Institute for Wealth Management sold 768 IonQ shares in Q2 2026, an estimated $38.9K.
IonQ made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #266 holding.
Institute for Wealth Management first reported a position in IonQ in Q1 2026 and has held it in 2 quarters since.
787 funds tracked by Wall St. Rank held IonQ as of Q2 2026.

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