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Institute for Wealth Management’s M/I Homes MHO Stock Holding History

Institute for Wealth Management’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$455K Sell
2,831
-98
-3% -$13.1K 0.04% 346
2026
Q1 		$359K Hold
2,929
– – 0.04% 384
2025
Q4 		$375K Buy
+2,929
New +$387K 0.04% 379

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Institute for Wealth Management reduced its M/I Homes (MHO) stake by 3.3% in Q2 2026, selling an estimated $13.1K and leaving 2,831 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #346.

Institute for Wealth Management first reported a position in MHO in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Institute for Wealth Management held 2,831 shares of M/I Homes worth $455K as of Q2 2026.
  • Institute for Wealth Management sold 98 M/I Homes shares in Q2 2026, an estimated $13.1K.
  • M/I Homes made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Institute for Wealth Management first reported a position in M/I Homes in Q4 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

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