RAFFA WEALTH MANAGEMENT, LLC’s Information Services Group III Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$4.14K	Buy	+1,008	New	+$4.21K	﹤0.01%	634

Other funds holding III

Themes Management Co Greenwich, Connecticut $151M AUM

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's III Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Information Services Group (III) in Q2 2026: 1,008 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings.

27 funds tracked by Wall St. Rank hold III as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,008 shares of Information Services Group worth $4.14K as of Q2 2026.
Information Services Group was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Information Services Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #634 holding.
27 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.