Integrated Wealth Concepts’s Information Services Group III Stock Holding History

Integrated Wealth Concepts’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66K	Buy	+647	New	+$2.71K	﹤0.01%	5260

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

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

CIC

Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Integrated Wealth Concepts's III Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Information Services Group (III) in Q2 2026: 647 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #5260 among its holdings.

138 funds tracked by Wall St. Rank hold III as of Q2 2026.

Integrated Wealth Concepts held 647 shares of Information Services Group worth $2.66K as of Q2 2026.
Information Services Group was a new Integrated Wealth Concepts position in Q2 2026.
Information Services Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5260 holding.
138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.