RWM
IA

Ritholtz Wealth Management’s Innovative Solutions & Support IA Stock Holding History

Ritholtz Wealth Management’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 		$260K Sell
14,421
-1,498
-9% -$29K ﹤0.01% 1121
2026
Q1 		$327K Buy
15,919
+1,452
+10% +$33.7K 0.01% 944
2025
Q4 		$274K Sell
14,467
-2,865
-17% -$32.6K 0.01% 933
2025
Q3 		$216K Sell
17,332
-4,657
-21% -$65K ﹤0.01% 952
2025
Q2 		$305K Buy
+21,989
New +$200K 0.01% 786

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

Ritholtz Wealth Management's IA Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Innovative Solutions & Support (IA) stake by 9.4% in Q2 2026, selling an estimated $29K and leaving 14,421 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Ritholtz Wealth Management first reported a position in IA in Q2 2025 and has held it in 5 quarters since. The position peaked at $327K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Ritholtz Wealth Management held 14,421 shares of Innovative Solutions & Support worth $260K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,498 Innovative Solutions & Support shares in Q2 2026, an estimated $29K.
  • Innovative Solutions & Support made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1121 holding.
  • Ritholtz Wealth Management first reported a position in Innovative Solutions & Support in Q2 2025 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Innovative Solutions & Support position peaked at $327K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.