Institute for Wealth Management’s Stride LRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.33K	Buy	+85	New	+$7.81K	﹤0.01%	1390

Other funds holding LRN

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RHJA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Stride (LRN) in Q2 2026: 85 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings.

180 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Institute for Wealth Management held 85 shares of Stride worth $7.33K as of Q2 2026.
Stride was a new Institute for Wealth Management position in Q2 2026.
Stride made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1390 holding.
180 funds tracked by Wall St. Rank held Stride as of Q2 2026.

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