Position in WMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,088
-$5,021 QoQ
Shares Held
300
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 543 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $7,388,342 across 10 Building Products & Equipment names. WMS ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
35,612 | $5,203,269 | |
| 2 | TT |
Trane Technologies plc
|
1,817 | $892,437 | |
| 3 | TREX |
Trex Co Inc
|
17,299 | $865,641 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
3,027 | $222,030 | |
| 5 | LII |
Lennox International Inc
|
115 | $65,889 | |
| 6 | MAS |
Masco Corp /De/
|
609 | $49,554 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
This page
|
300 | $47,088 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
656 | $36,014 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,088 | 300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,109 | 380 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||