Institute for Wealth Management, LLC.

Position in ROST — Ross Stores, Inc.

CIK 1533954 DENVER, CO

Position in ROST

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

Position Value

$214,552

-$4,894 QoQ

Shares Held

1,008

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,115

of 1,415 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,986,014 across 6 Apparel Retail names. ROST ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	6,884	$1,042,926
2	LULU	lululemon athletica inc.	5,686	$649,227
3	ROST	Ross Stores, Inc. This page	1,008	$214,552
4	AEO	American Eagle Outfitters Inc	3,907	$67,200
5	GAP	Gap Inc	343	$6,407
6	BURL	Burlington Stores, Inc.	18	$5,702

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,552	1,008	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$219,446	1,013	-60.0%	Shares	Sole	2026-05-14
2025-06-30	$323,415	2,535	-9.9%	Shares	Sole	2025-07-18
2025-03-31	$359,473	2,813	+21.9%	Shares	Sole	2025-04-21
2020-03-31	$200,726	2,308	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.