IFWM
RH icon

Institute for Wealth Management’s RH RH Stock Holding History

Institute for Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.4K Buy
+245
New +$33.8K ﹤0.01% 929

Other funds holding RH

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $437M AUM 73.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in RH (RH) in Q2 2026: 245 shares worth $40.4K. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings.

161 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Institute for Wealth Management held 245 shares of RH worth $40.4K as of Q2 2026.
  • RH was a new Institute for Wealth Management position in Q2 2026.
  • RH made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #929 holding.
  • 161 funds tracked by Wall St. Rank held RH as of Q2 2026.

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