JFS Wealth Advisors’s InterContinental Hotels IHG Stock Holding History

JFS Wealth Advisors’s Portfolio IHG Stock Details IHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.7K	Hold	56	–	–	﹤0.01%	1021
2026 Q1	$7.47K	Sell	56 -2	-3%	-$275	﹤0.01%	1057
2025 Q4	$8.17K	Hold	58	–	–	﹤0.01%	1051
2025 Q3	$7.03K	Hold	58	–	–	﹤0.01%	1000
2025 Q2	$6.69K	Hold	58	–	–	﹤0.01%	984
2025 Q1	$6.36K	Hold	58	–	–	﹤0.01%	1029
2024 Q4	$7.25K	Hold	58	–	–	﹤0.01%	970
2024 Q3	$6.41K	Hold	58	–	–	﹤0.01%	1029
2024 Q2	$6.15K	Hold	58	–	–	﹤0.01%	980
2024 Q1	$6.13K	Buy	58 +2	+4%	+$201	﹤0.01%	1030
2023 Q4	$5.11K	Buy	56 +1	+2%	+$79	﹤0.01%	1051
2023 Q3	$4.11K	Hold	55	–	–	﹤0.01%	1074
2023 Q2	$3.88K	Buy	55 +12	+28%	+$824	﹤0.01%	1118
2023 Q1	$2.86K	Buy	43 +1	+2%	+$68	﹤0.01%	1221
2022 Q4	$2.45K	Sell	42 -37	-47%	-$2.06K	﹤0.01%	1295
2022 Q3	$4K	Buy	79 +62	+365%	+$3.5K	﹤0.01%	1069
2022 Q2	$1K	Sell	17 -65	-79%	-$4.01K	﹤0.01%	1549
2022 Q1	$6K	Buy	+82	New	+$5.54K	﹤0.01%	975

Other funds holding IHG

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return