IFWM
QUAD icon

Institute for Wealth Management’s Quad QUAD Stock Holding History

Institute for Wealth Management’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Hold
36,179
– – 0.03% 481
2025
Q4 		$227K Hold
36,179
– – 0.02% 507
2025
Q3 		$226K Hold
36,179
– – 0.02% 520
2025
Q2 		$204K Hold
36,179
– – 0.02% 536
2025
Q1 		$197K Hold
36,179
– – 0.03% 510
2024
Q4 		$252K Buy
36,179
+23,601
+188% +$160K 0.03% 441
2024
Q3 		$57.1K Buy
+12,578
New +$62.1K 0.01% 549

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return