Institute for Wealth Management’s Tootsie Roll Industries TR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56K	Buy	+90	New	+$3.64K	﹤0.01%	1508

Other funds holding TR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Tootsie Roll Industries (TR) in Q2 2026: 90 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings.

104 funds tracked by Wall St. Rank hold TR as of Q2 2026.

Institute for Wealth Management held 90 shares of Tootsie Roll Industries worth $3.56K as of Q2 2026.
Tootsie Roll Industries was a new Institute for Wealth Management position in Q2 2026.
Tootsie Roll Industries made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1508 holding.
104 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

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