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

Mark Sheptoff Financial Planning’s Portfolio ISSC Stock Details ISSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128K	Buy	+6,200	New	+$144K	0.07%	121

Other funds holding ISSC

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's ISSC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Innovative Solutions & Support (ISSC) in Q1 2026: 6,200 shares worth $128K. The stake represents 0.07% of the portfolio and ranks #121 among its holdings.

123 funds tracked by Wall St. Rank hold ISSC as of Q1 2026.

Mark Sheptoff Financial Planning held 6,200 shares of Innovative Solutions & Support worth $128K as of Q1 2026.
Innovative Solutions & Support was a new Mark Sheptoff Financial Planning position in Q1 2026.
Innovative Solutions & Support made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #121 holding.
123 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.