JWM
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Janiczek Wealth Management’s International Bancshares IBOC Stock Holding History

Janiczek Wealth Management’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$46.3K Sell
809
-209
-21% -$11.8K 0.01% 412
2024
Q1 		$57.2K Buy
1,018
+99
+11% +$5.26K 0.01% 388
2023
Q4 		$49.9K Buy
919
+118
+15% +$5.48K 0.01% 389
2023
Q3 		$34.7K Sell
801
-56
-7% -$2.56K 0.01% 425
2023
Q2 		$37.9K Buy
857
+120
+16% +$5.22K 0.01% 355
2023
Q1 		$30.7K Sell
737
-5
-0.7% -$227 0.01% 380
2022
Q4 		$34K Buy
742
+42
+6% +$2.02K 0.01% 366
2022
Q3 		$31K Sell
700
-42
-6% -$1.79K 0.01% 377
2022
Q2 		$33K Buy
742
+85
+13% +$3.47K 0.01% 373
2022
Q1 		$28K Buy
657
+79
+14% +$3.39K 0.01% 398
2021
Q4 		$25K Buy
578
+3
+0.5% +$129 0.01% 444
2021
Q3 		$24K Buy
575
+231
+67% +$9.43K 0.01% 422
2021
Q2 		$15K Buy
344
+30
+10% +$1.4K 0.01% 489
2021
Q1 		$15K Buy
314
+56
+22% +$2.46K 0.01% 454
2020
Q4 		$10K Buy
258
+78
+43% +$2.47K ﹤0.01% 475
2020
Q3 		$5K Buy
+180
New +$5.5K ﹤0.01% 338

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Janiczek Wealth Management's IBOC Position: Q2 2024 in Review

Janiczek Wealth Management reduced its International Bancshares (IBOC) stake by 21% in Q2 2024, selling an estimated $11.8K and leaving 809 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #412.

Janiczek Wealth Management first reported a position in IBOC in Q3 2020 and has held it in 16 quarters since. The position peaked at $57.2K in Q1 2024. 209 funds tracked by Wall St. Rank hold IBOC as of Q2 2024.

  • Janiczek Wealth Management held 809 shares of International Bancshares worth $46.3K as of Q2 2024.
  • Janiczek Wealth Management sold 209 International Bancshares shares in Q2 2024, an estimated $11.8K.
  • International Bancshares made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #412 holding.
  • Janiczek Wealth Management first reported a position in International Bancshares in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's International Bancshares position peaked at $57.2K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held International Bancshares as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.