Institute for Wealth Management’s Ross Stores ROST Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$323K	Sell
2025 Q1	$360K	Buy
2020 Q2	–	Sell
2020 Q1	$201K	Sell
2019 Q4	$314K	Sell
2019 Q3	$297K	Sell
2019 Q2	$338K	Buy