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Stonebridge Wealth Management’s IZEA Worldwide IZEA Stock Holding History

Stonebridge Wealth Management’s Portfolio IZEA Stock Details IZEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,900
Closed -$51.7K – 40
2025
Q3 		$51.7K Buy
+13,900
New +$50.9K 0.04% 35

Other funds holding IZEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonebridge Wealth Management's IZEA Position: Q4 2025 in Review

Stonebridge Wealth Management sold out of IZEA Worldwide (IZEA) in Q4 2025, closing a stake of 13,900 shares — an estimated $51.7K sold.

Stonebridge Wealth Management first reported a position in IZEA in Q3 2025 and held it in 1 quarter. The position peaked at $51.7K in Q3 2025. 32 funds tracked by Wall St. Rank hold IZEA as of Q4 2025.

  • Stonebridge Wealth Management reported no remaining IZEA Worldwide position as of Q4 2025 after selling out during the quarter.
  • Stonebridge Wealth Management sold 13,900 IZEA Worldwide shares in Q4 2025, an estimated $51.7K.
  • Stonebridge Wealth Management first reported a position in IZEA Worldwide in Q3 2025 and held it in 1 quarter.
  • Stonebridge Wealth Management's IZEA Worldwide position peaked at $51.7K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held IZEA Worldwide as of Q4 2025.

Based on Stonebridge Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.