Institute for Wealth Management’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.5K	Buy	+920	New	+$80.7K	0.01%	774

Other funds holding NDAQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Nasdaq (NDAQ) in Q2 2026: 920 shares worth $72.5K. The stake represents 0.01% of the portfolio and ranks #774 among its holdings.

585 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Institute for Wealth Management held 920 shares of Nasdaq worth $72.5K as of Q2 2026.
Nasdaq was a new Institute for Wealth Management position in Q2 2026.
Nasdaq made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #774 holding.
585 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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