IWS
IFS icon

Intentional Wealth Strategies’s Intercorp Financial Services IFS Stock Holding History

Intentional Wealth Strategies’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55
Closed -$2.76K – 468
2026
Q1 		$2.76K Buy
+55
New +$2.61K ﹤0.01% 604

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Intentional Wealth Strategies's IFS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Intercorp Financial Services (IFS) in Q2 2026, closing a stake of 55 shares — an estimated $2.76K sold.

Intentional Wealth Strategies first reported a position in IFS in Q1 2026 and held it in 1 quarter. The position peaked at $2.76K in Q1 2026. 118 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Intercorp Financial Services position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 55 Intercorp Financial Services shares in Q2 2026, an estimated $2.76K.
  • Intentional Wealth Strategies first reported a position in Intercorp Financial Services in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Intercorp Financial Services position peaked at $2.76K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

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