Institute for Wealth Management, LLC.
Position in EW — Edwards Lifesciences Corp
CIK 1533954
DENVER, CO
Position in EW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$453,204
+$52,004 QoQ
Shares Held
5,010
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#784
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,680,354 across 15 Medical Devices names. EW ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,882 | $533,732 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
5,010 | $453,204 | |
| 3 | SYK |
Stryker Corp
|
695 | $218,813 | |
| 4 | BSX |
Boston Scientific Corp
|
3,454 | $147,416 | |
| 5 | MDT |
Medtronic plc
|
1,819 | $142,300 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
1,913 | $122,451 | |
| 7 | STE |
STERIS plc
|
106 | $22,320 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
230 | $19,800 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,204 | 5,010 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $401,200 | 5,010 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $427,102 | 5,010 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $400,282 | 5,147 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $403,172 | 5,155 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $373,634 | 5,155 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $381,624 | 5,155 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $340,178 | 5,155 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $484,203 | 5,242 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $500,161 | 5,234 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $399,092 | 5,234 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $368,638 | 5,321 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $504,193 | 5,345 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $442,191 | 5,345 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $398,790 | 5,345 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $459,009 | 5,555 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $528,224 | 5,555 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $676,301 | 5,745 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $744,264 | 5,745 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $650,391 | 5,745 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $595,009 | 5,745 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $480,511 | 5,745 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $529,042 | 5,799 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $478,680 | 5,997 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $412,794 | 5,973 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $374,221 | 1,984 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||