IFWM
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Institute for Wealth Management’s Target TGT Stock Holding History

Institute for Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Sell
1,894
-586
-24% -$74.5K 0.02% 466
2026
Q1 		$301K Buy
2,480
+2
+0.1% +$225 0.03% 426
2025
Q4 		$242K Sell
2,478
-295
-11% -$27.2K 0.03% 496
2025
Q3 		$249K Buy
2,773
+174
+7% +$17.1K 0.03% 502
2025
Q2 		$256K Sell
2,599
-155
-6% -$14.9K 0.03% 477
2025
Q1 		$287K Sell
2,754
-421
-13% -$52.6K 0.04% 424
2024
Q4 		$429K Sell
3,175
-746
-19% -$107K 0.05% 315
2024
Q3 		$611K Sell
3,921
-137
-3% -$20.4K 0.08% 260
2024
Q2 		$601K Buy
4,058
+695
+21% +$109K 0.08% 245
2024
Q1 		$596K Sell
3,363
-49
-1% -$7.45K 0.08% 254
2023
Q4 		$486K Sell
3,412
-35
-1% -$4.27K 0.08% 275
2023
Q3 		$381K Sell
3,447
-87
-2% -$11K 0.07% 303
2023
Q2 		$466K Sell
3,534
-19
-0.5% -$2.82K 0.08% 276
2023
Q1 		$588K Sell
3,553
-12
-0.3% -$1.97K 0.11% 235
2022
Q4 		$531K Sell
3,565
-918
-20% -$144K 0.11% 245
2022
Q3 		$665K Hold
4,483
– – 0.15% 184
2022
Q2 		$633K Sell
4,483
-18
-0.4% -$3.45K 0.12% 206
2022
Q1 		$955K Sell
4,501
-19
-0.4% -$4.11K 0.15% 168
2021
Q4 		$1.05M Sell
4,520
-12
-0.3% -$2.92K 0.17% 149
2021
Q3 		$1.04M Buy
4,532
+229
+5% +$57.4K 0.18% 140
2021
Q2 		$1.04M Buy
4,303
+21
+0.5% +$4.6K 0.18% 147
2021
Q1 		$848K Buy
4,282
+709
+20% +$133K 0.16% 172
2020
Q4 		$631K Buy
3,573
+213
+6% +$35.5K 0.13% 203
2020
Q3 		$529K Sell
3,360
-226
-6% -$31K 0.12% 217
2020
Q2 		$430K Buy
3,586
+229
+7% +$26.1K 0.11% 265
2020
Q1 		$312K Buy
+3,357
New +$373K 0.1% 273
2019
Q2 		– Sell
-3,331
Closed -$267K – 495
2019
Q1 		$267K Sell
3,331
-24
-0.7% -$1.75K 0.06% 358
2018
Q4 		$222K Buy
+3,355
New +$258K 0.09% 230
2017
Q3 		– Sell
-5,664
Closed -$296K – 381
2017
Q2 		$296K Buy
+5,664
New +$309K 0.08% 313

Other funds holding TGT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Institute for Wealth Management reduced its Target (TGT) stake by 24% in Q2 2026, selling an estimated $74.5K and leaving 1,894 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #466.

Institute for Wealth Management first reported a position in TGT in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.05M in Q4 2021. 842 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Institute for Wealth Management held 1,894 shares of Target worth $247K as of Q2 2026.
  • Institute for Wealth Management sold 586 Target shares in Q2 2026, an estimated $74.5K.
  • Target made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Institute for Wealth Management first reported a position in Target in Q2 2017 and has held it in 29 quarters since.
  • Institute for Wealth Management's Target position peaked at $1.05M in Q4 2021.
  • 842 funds tracked by Wall St. Rank held Target as of Q2 2026.

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