AiSiWhale

AI & tech investing

IMA Advisory Services, Inc.

CIK 1455495

13F filing for Q2 2026・No. 1,917

Holdings
US$1.6B
Quarter change
+US$574.65M
Entries
1,396
Net bought (estimate)
+US$414.19M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 431
  • Sold out 78
  • Cut 137
  • Added 682
  • Corporate actions 4
  • Unchanged 134

Largest holdings

1,384 stocks worth US$1.6B, options and bonds left out.

StockThis quarterValueWeight
ISHARES ESG OPTIMIZED MSCI USA ETFETFAddedUS$80.9M5.06%
ISHARES ESG ADVANCED MSCI EAFE ETFETFAddedUS$69.5M4.35%
ISHARES TR KLD 400 SOCIAL INDEX FDETFAddedUS$62.99M3.94%
SCHWAB STRATEGIC TRUS LRG CAP ETFAddedUS$55M3.44%
VANGUARD TOTAL INTERNATIONAL STOCK ETFETFAddedUS$53.21M3.33%
VANGUARD ESG U.S. STOCK ETFETFAddedUS$46.21M2.89%
ISHARES RUSSELL 2500 ETFETFNewUS$45.03M2.82%
VANGUARD ESG INTERNATIONAL STOCK ETFETFAddedUS$39.8M2.49%
VUGVANGUARD GROWTH ETFETFNewUS$37.05M2.32%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFETFNewUS$34.28M2.14%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.