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Institute for Wealth Management’s Innospec IOSP Stock Holding History

Institute for Wealth Management’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$679 Buy
+8
New +$633 ﹤0.01% 1687
2013
Q3 		– Sell
-600
Closed -$24K – 87
2013
Q2 		$24K Buy
+600
New +$25K 0.02% 68

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Innospec (IOSP) in Q2 2026: 8 shares worth $679. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IOSP as recently as Q2 2013.

Institute for Wealth Management first reported a position in IOSP in Q2 2013 and has held it in 2 quarters since. The position peaked at $24K in Q2 2013. 281 funds tracked by Wall St. Rank hold IOSP as of Q2 2026.

  • Institute for Wealth Management held 8 shares of Innospec worth $679 as of Q2 2026.
  • Innospec was a new Institute for Wealth Management position in Q2 2026.
  • Innospec made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1687 holding.
  • Institute for Wealth Management first reported a position in Innospec in Q2 2013 and has held it in 2 quarters since.
  • Institute for Wealth Management's Innospec position peaked at $24K in Q2 2013.
  • 281 funds tracked by Wall St. Rank held Innospec as of Q2 2026.

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