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Information Services shares owned by Intentional Wealth Strategies

Quarter-by-quarter ownership of Information Services (III) shares owned by Intentional Wealth Strategies from 13F filings

Historical chart of Intentional Wealth Strategies investment in Information Services

Tip: Access up to 7 years of quarterly data

All positions including Information Services held by Intentional Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Information Services by Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $388 101 3.84

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Intentional Wealth Strategies

Top funds holding Information Services

Private Capital Management
HPM Partners
BlackRock
Vanguard Group
Vanguard Capital Management
Renaissance Technologies
Dimensional Fund Advisors
Crawford Investment Counsel
Geode Capital Management
Hillsdale Investment Management
Crestwood Advisors
William Blair $ Company
State Street Corporation
Morgan Stanley
Jb Capital Partners

View all funds holding Information Services