Institute for Wealth Management, LLC.

Position in MAS — Masco Corp /De/

CIK 1533954 DENVER, CO

Position in MAS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$553,397

+$139,139 QoQ

Shares Held

6,801

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#503

of 915 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,783,656 across 6 Building Products & Equipment names. MAS ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,428	$701,376
2	JCI	Johnson Controls International plc	4,753	$694,460
3	MAS	Masco Corp /De/ This page	6,801	$553,397
4	CARR	CARRIER GLOBAL Corp	6,083	$446,188
5	WMS	Advanced Drainage Systems, Inc.	2,207	$346,410
6	LII	Lennox International Inc	73	$41,825

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,397	6,801	-0.9%	Shares	Sole	2026-07-28
2026-03-31	$414,258	6,862	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$436,858	6,884	+1.7%	Shares	Sole	2026-01-27
2025-09-30	$476,399	6,768	-2.1%	Shares	Sole	2025-10-17
2025-06-30	$444,985	6,914	-0.8%	Shares	Sole	2025-07-18
2025-03-31	$484,693	6,970	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$506,248	6,976	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$587,244	6,996	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$466,623	6,999	-2.4%	Shares	Sole	2024-07-25
2024-03-31	$565,806	7,173	-0.3%	Shares	Sole	2024-04-30
2023-12-31	$481,720	7,192	-1.3%	Shares	Sole	2024-01-31
2023-09-30	$389,543	7,288	-0.5%	Shares	Sole	2023-10-13
2023-06-30	$420,423	7,327	-0.5%	Shares	Sole	2023-07-25
2023-03-31	$366,287	7,367	-1.8%	Shares	Sole	2023-04-20
2022-12-31	$350,025	7,500	-2.4%	Shares	Sole	2023-02-02
2022-09-30	$358,625	7,681	-0.1%	Shares	Sole	2022-10-18
2022-06-30	$388,911	7,686	-0.7%	Shares	Sole	2022-07-25
2022-03-31	$394,587	7,737	-0.3%	Shares	Sole	2022-04-29
2021-12-31	$544,977	7,761	-1.6%	Shares	Sole	2022-01-21
2021-09-30	$438,345	7,891	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$464,799	7,890	-3.7%	Shares	Sole	2021-07-21
2021-03-31	$490,581	8,190	-3.9%	Shares	Sole	2021-05-04
2020-12-31	$468,168	8,523	-1.9%	Shares	Sole	2021-02-01
2020-09-30	$478,914	8,687	-5.5%	Shares	Sole	2020-11-03
2020-06-30	$461,680	9,195	0.0%	Shares	Sole	2020-07-30
2020-03-31	$317,871	9,195	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.