IFWM
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Institute for Wealth Management’s MP Materials MP Stock Holding History

Institute for Wealth Management’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.85K Buy
+158
New +$9.61K ﹤0.01% 1346

Other funds holding MP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in MP Materials (MP) in Q2 2026: 158 shares worth $8.85K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings.

424 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Institute for Wealth Management held 158 shares of MP Materials worth $8.85K as of Q2 2026.
  • MP Materials was a new Institute for Wealth Management position in Q2 2026.
  • MP Materials made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1346 holding.
  • 424 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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