MSFP
IA

Mark Sheptoff Financial Planning’s Innovative Solutions & Support IA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,200
Closed -$128K – 525
2026
Q1 		$128K Buy
+6,200
New +$144K 0.07% 121

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Mark Sheptoff Financial Planning's IA Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Innovative Solutions & Support (IA) in Q2 2026, closing a stake of 6,200 shares — an estimated $128K sold.

Mark Sheptoff Financial Planning first reported a position in IA in Q1 2026 and held it in 1 quarter. The position peaked at $128K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Innovative Solutions & Support position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 6,200 Innovative Solutions & Support shares in Q2 2026, an estimated $128K.
  • Mark Sheptoff Financial Planning first reported a position in Innovative Solutions & Support in Q1 2026 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Innovative Solutions & Support position peaked at $128K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.