Position in IT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$280,108
-$66,814 QoQ
Shares Held
2,161
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#403
of 647 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,856,736 across 13 Information Technology Services names. IT ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,500 | $984,235 | |
| 2 | IT |
Gartner Inc
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|
2,161 | $280,108 | |
| 3 | ACN |
Accenture plc
|
1,374 | $170,980 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
4,041 | $156,507 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
5,541 | $143,290 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
588 | $80,991 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
436 | $16,951 | |
| 8 | CDW |
CDW Corp
|
75 | $10,548 |
All Filings in IT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,108 | 2,161 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $346,922 | 2,191 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $558,043 | 2,212 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $682,936 | 2,598 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,226,403 | 3,034 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,269,293 | 3,024 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,306,131 | 2,696 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,366,224 | 2,696 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,222,341 | 2,722 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,297,495 | 2,722 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,304,610 | 2,892 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $997,156 | 2,902 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,026,408 | 2,930 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,051,585 | 3,228 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,114,976 | 3,317 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $897,305 | 3,243 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $765,150 | 3,164 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $902,493 | 3,034 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,014,326 | 3,034 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $921,971 | 3,034 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $788,361 | 3,255 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $573,937 | 3,144 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $522,379 | 3,261 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $342,737 | 2,743 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $331,837 | 2,735 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $264,756 | 2,659 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||