Wasatch Advisors’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.27M Buy
2023
Q4
Sell
2023
Q3
$5.27M Sell
2023
Q2
$6.55M Sell
2023
Q1
$7.83M Hold
2022
Q4
$7.77M Sell
2022
Q3
$7.57M Sell
2022
Q2
$9.48M Sell
2022
Q1
$12M Sell
2021
Q4
$12.4M Buy
2021
Q3
$7.77M Hold
2021
Q2
$9.7M Hold
2021
Q1
$9.99M Buy
2020
Q4
$8.1M Buy
2020
Q3
$5.48M Buy
2020
Q2
$4.78M Sell
2020
Q1
$4.3M Sell
2019
Q4
$7.35M Sell
2019
Q3
$6.09M Buy
2019
Q2
$8.19M Buy
2019
Q1
$4.16M Sell
2018
Q4
$6.72M Sell
2018
Q3
$6.52M Buy
2018
Q2
$3.62M Buy