IWMO
INRO icon

Integrated Wealth Management (Ohio)’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Integrated Wealth Management (Ohio)’s Portfolio INRO Stock Details INRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$651K Buy
+17,696
New +$646K 0.64% 44

Other funds holding INRO

Scarborough Advisors
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
A4 Wealth Advisors
A4 Wealth Advisors Huntersville, North Carolina $153M AUM 16.04% 1-Year Est. Return
Braun-Bostich & Associates
Braun-Bostich & Associates Canonsburg, Pennsylvania $175M AUM 13.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s INRO Position: Q3 2026 in Review

Integrated Wealth Management (Ohio) opened a new position in BlackRock US Industry Rotation ETF (INRO) in Q3 2026: 17,696 shares worth $651K. The stake represents 0.64% of the portfolio and ranks #44 among its holdings.

25 funds tracked by Wall St. Rank hold INRO as of Q3 2026.

  • Integrated Wealth Management (Ohio) held 17,696 shares of BlackRock US Industry Rotation ETF worth $651K as of Q3 2026.
  • BlackRock US Industry Rotation ETF was a new Integrated Wealth Management (Ohio) position in Q3 2026.
  • BlackRock US Industry Rotation ETF made up 0.64% of Integrated Wealth Management (Ohio)'s portfolio in Q3 2026, its #44 holding.
  • 25 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q3 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q3 2026, filed 19 Oct 2026.