Institute for Wealth Management’s Virtu Financial VIRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.67K	Buy	+112	New	+$5.89K	﹤0.01%	1412

Other funds holding VIRT

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Virtu Financial (VIRT) in Q2 2026: 112 shares worth $6.67K. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings.

225 funds tracked by Wall St. Rank hold VIRT as of Q2 2026.

Institute for Wealth Management held 112 shares of Virtu Financial worth $6.67K as of Q2 2026.
Virtu Financial was a new Institute for Wealth Management position in Q2 2026.
Virtu Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1412 holding.
225 funds tracked by Wall St. Rank held Virtu Financial as of Q2 2026.

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