Institute for Wealth Management’s Construction Partners ROAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Hold	4,350	–	–	0.05%	320
2026 Q1	$483K	Hold	4,350	–	–	0.05%	330
2025 Q4	$472K	Sell	4,350 -106	-2%	-$11.9K	0.05%	327
2025 Q3	$566K	Sell	4,456 -4	-0.1%	-$457	0.06%	299
2025 Q2	$474K	Buy	4,460 +4	+0.1%	+$374	0.05%	327
2025 Q1	$320K	Buy	+4,456	New	+$351K	0.04%	397

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Institute for Wealth Management held its Construction Partners (ROAD) position steady in Q2 2026 at 4,350 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #320.

Institute for Wealth Management first reported a position in ROAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $566K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Institute for Wealth Management held 4,350 shares of Construction Partners worth $517K as of Q2 2026.
Institute for Wealth Management left its Construction Partners share count unchanged in Q2 2026.
Construction Partners made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #320 holding.
Institute for Wealth Management first reported a position in Construction Partners in Q1 2025 and has held it in 6 quarters since.
Institute for Wealth Management's Construction Partners position peaked at $566K in Q3 2025.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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