CUSIP 46138G540ESG NASDAQ 100QQMGQ4 2025
Aggregate 13F value by quarter
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52 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 527.9K | $22.37M | +527.9K | New |
| 2 | Goldman Sachs Group Inc | 523.0K | $22.16M | +523.0K | New |
| 3 | Stewardship Advisors, LLC | 157.9K | $6.69M | −18.7K | Reduced |
| 4 | Envestnet Portfolio Solutions, Inc. | 74.6K | $3.16M |
| −2.3K |
| Reduced |
| 5 | Fingerlakes Wealth Management, Inc. | 73.2K | $3.10M | +4.0K | Added |
| 6 | Sand Hill Global Advisors, LLC | 71.8K | $3.04M | −10.9K | Reduced |
| 7 | Envestnet Asset Management Inc | 68.3K | $2.89M | +999 | Added |
| 8 | Journey Strategic Wealth LLC | 68.0K | $2.88M | +1.7K | Added |
| 9 | Truist Financial Corp | 67.2K | $2.85M | −360 | Reduced |
| 10 | Pearl Planning LLC | 52.8K | $2.24M | +52.8K | New Position |
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