Investment Planning Advisors’s Intercontinental Exchange ICE Stock Holding History

Investment Planning Advisors’s Portfolio ICE Stock Details ICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261K	Buy	+2,122	New	+$318K	0.06%	106

Other funds holding ICE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Investment Planning Advisors's ICE Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in Intercontinental Exchange (ICE) in Q2 2026: 2,122 shares worth $261K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

387 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

Investment Planning Advisors held 2,122 shares of Intercontinental Exchange worth $261K as of Q2 2026.
Intercontinental Exchange was a new Investment Planning Advisors position in Q2 2026.
Intercontinental Exchange made up 0.06% of Investment Planning Advisors's portfolio in Q2 2026, its #106 holding.
387 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.