True Wealth Design’s Information Services Group III Stock Holding History

True Wealth Design’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.55K	Sell	280 -25	-8%	-$118	﹤0.01%	1778
2026 Q2	$1.25K	Buy	305 +18	+6%	+$75	﹤0.01%	1895
2026 Q1	$1.1K	Buy	287 +68	+31%	+$335	﹤0.01%	1773
2025 Q4	$1.27K	Sell	219 -13	-6%	-$73	﹤0.01%	1621
2025 Q3	$1.33K	Buy	232 +11	+5%	+$55	﹤0.01%	1648
2025 Q2	$1.06K	Buy	221 +5	+2%	+$22	﹤0.01%	1438
2025 Q1	$845	Buy	216 +97	+82%	+$318	﹤0.01%	1331
2024 Q4	$398	Buy	+119	New	+$398	﹤0.01%	1127

Other funds holding III

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's III Position: Q3 2026 in Review

True Wealth Design reduced its Information Services Group (III) stake by 8.2% in Q3 2026, selling an estimated $118 and leaving 280 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

True Wealth Design first reported a position in III in Q4 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold III as of Q3 2026.

True Wealth Design held 280 shares of Information Services Group worth $1.55K as of Q3 2026.
True Wealth Design sold 25 Information Services Group shares in Q3 2026, an estimated $118.
Information Services Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1778 holding.
True Wealth Design first reported a position in Information Services Group in Q4 2024 and has held it in 8 quarters since.
13 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.