TWD
IAS

True Wealth Design’s Integral Ad Science IAS Stock Holding History

True Wealth Design’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
Q4 		– Sell
-14
Closed -$143 – 2683
2025
Q3 		$143 Hold
14
– – ﹤0.01% 2376
2025
Q2 		$117 Buy
+14
New +$107 ﹤0.01% 2201
2024
Q4 		– Sell
-302
Closed -$3.27K – 1436
2024
Q3 		$3.27K Buy
+302
New +$3.25K ﹤0.01% 670

Other funds holding IAS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

True Wealth Design's IAS Position: Q4 2025 in Review

True Wealth Design sold out of Integral Ad Science (IAS) in Q4 2025, closing a stake of 14 shares — an estimated $143 sold.

True Wealth Design first reported a position in IAS in Q3 2024 and held it in 3 quarters. The position peaked at $3.27K in Q3 2024. 2 funds tracked by Wall St. Rank hold IAS as of Q4 2025.

  • True Wealth Design reported no remaining Integral Ad Science position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 14 Integral Ad Science shares in Q4 2025, an estimated $143.
  • True Wealth Design first reported a position in Integral Ad Science in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Integral Ad Science position peaked at $3.27K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.