IFWM
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Institute for Wealth Management’s Gartner IT Stock Holding History

Institute for Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Sell
2,161
-30
-1% -$4.52K 0.02% 440
2026
Q1 		$347K Sell
2,191
-21
-0.9% -$3.86K 0.04% 393
2025
Q4 		$558K Sell
2,212
-386
-15% -$92.9K 0.06% 288
2025
Q3 		$683K Sell
2,598
-436
-14% -$127K 0.07% 261
2025
Q2 		$1.23M Buy
3,034
+10
+0.3% +$4.18K 0.14% 160
2025
Q1 		$1.27M Buy
3,024
+328
+12% +$162K 0.16% 138
2024
Q4 		$1.31M Hold
2,696
– – 0.16% 130
2024
Q3 		$1.37M Sell
2,696
-26
-1% -$12.5K 0.17% 131
2024
Q2 		$1.22M Hold
2,722
– – 0.16% 133
2024
Q1 		$1.3M Sell
2,722
-170
-6% -$78.2K 0.17% 132
2023
Q4 		$1.3M Sell
2,892
-10
-0.3% -$4K 0.21% 120
2023
Q3 		$997K Sell
2,902
-28
-1% -$9.77K 0.18% 137
2023
Q2 		$1.03M Sell
2,930
-298
-9% -$97K 0.17% 141
2023
Q1 		$1.05M Sell
3,228
-89
-3% -$29.4K 0.2% 131
2022
Q4 		$1.11M Buy
3,317
+74
+2% +$23.9K 0.23% 116
2022
Q3 		$897K Buy
3,243
+79
+2% +$22.1K 0.2% 135
2022
Q2 		$765K Buy
3,164
+130
+4% +$34.6K 0.15% 170
2022
Q1 		$902K Hold
3,034
– – 0.15% 178
2021
Q4 		$1.01M Hold
3,034
– – 0.17% 156
2021
Q3 		$922K Sell
3,034
-221
-7% -$64.1K 0.16% 165
2021
Q2 		$788K Buy
3,255
+111
+4% +$24.3K 0.14% 183
2021
Q1 		$574K Sell
3,144
-117
-4% -$20.3K 0.11% 235
2020
Q4 		$522K Buy
3,261
+518
+19% +$74.6K 0.1% 242
2020
Q3 		$343K Buy
2,743
+8
+0.3% +$1.02K 0.08% 295
2020
Q2 		$332K Buy
2,735
+76
+3% +$8.78K 0.08% 306
2020
Q1 		$265K Buy
2,659
+67
+3% +$9.18K 0.08% 303
2019
Q4 		$399K Buy
2,592
+934
+56% +$143K 0.09% 293
2019
Q3 		$237K Buy
1,658
+61
+4% +$8.87K 0.06% 367
2019
Q2 		$257K Buy
1,597
+223
+16% +$34.9K 0.06% 383
2019
Q1 		$208K Buy
+1,374
New +$191K 0.05% 410

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Institute for Wealth Management reduced its Gartner (IT) stake by 1.4% in Q2 2026, selling an estimated $4.52K and leaving 2,161 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #440.

Institute for Wealth Management first reported a position in IT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.37M in Q3 2024. 648 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Institute for Wealth Management held 2,161 shares of Gartner worth $280K as of Q2 2026.
  • Institute for Wealth Management sold 30 Gartner shares in Q2 2026, an estimated $4.52K.
  • Gartner made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Institute for Wealth Management first reported a position in Gartner in Q1 2019 and has held it in 30 quarters since.
  • Institute for Wealth Management's Gartner position peaked at $1.37M in Q3 2024.
  • 648 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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