PWMG
IAS

Private Wealth Management Group’s Integral Ad Science IAS Stock Holding History

Private Wealth Management Group’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$403 – 1539
2025
Q1 		$403 Hold
50
– – ﹤0.01% 1424
2024
Q4 		$522 Hold
50
– – ﹤0.01% 1443
2024
Q3 		$541 Hold
50
– – ﹤0.01% 1410
2024
Q2 		$486 Hold
50
– – ﹤0.01% 1456
2024
Q1 		$499 Hold
50
– – ﹤0.01% 1446
2023
Q4 		$720 Buy
+50
New +$669 ﹤0.01% 1373

Other funds holding IAS

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Private Wealth Management Group's IAS Position: Q2 2025 in Review

Private Wealth Management Group sold out of Integral Ad Science (IAS) in Q2 2025, closing a stake of 50 shares — an estimated $403 sold.

Private Wealth Management Group first reported a position in IAS in Q4 2023 and held it in 6 quarters. The position peaked at $720 in Q4 2023. 170 funds tracked by Wall St. Rank hold IAS as of Q2 2025.

  • Private Wealth Management Group reported no remaining Integral Ad Science position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 50 Integral Ad Science shares in Q2 2025, an estimated $403.
  • Private Wealth Management Group first reported a position in Integral Ad Science in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Integral Ad Science position peaked at $720 in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Integral Ad Science as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.