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Intentional Wealth Strategies’s Information Services Group III Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-101
Closed -$388 – 470
2026
Q1 		$388 Buy
+101
New +$497 ﹤0.01% 882

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
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

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

Intentional Wealth Strategies sold out of Information Services Group (III) in Q2 2026, closing a stake of 101 shares — an estimated $388 sold.

Intentional Wealth Strategies first reported a position in III in Q1 2026 and held it in 1 quarter. The position peaked at $388 in Q1 2026. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Information Services Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 101 Information Services Group shares in Q2 2026, an estimated $388.
  • Intentional Wealth Strategies first reported a position in Information Services Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Information Services Group position peaked at $388 in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

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