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INVESTMENT ADVISORY SERVICES INC /TX /ADV → ISMCF

INVESTMENT ADVISORY SERVICES INC /TX /ADV ISMCF Position History

ISMCF

Quarters held
4
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.1M
Q1 2026$6.4M
Q2 2026$7.7M
Q3 2026$8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8M41.4K——
Q2 2026$7.7M41.0K——
Q1 2026$6.4M41.0K——
Q4 2025$7.1M42.3K——

Other funds holding ISMCF

Other INVESTMENT ADVISORY SERVICES INC /TX /ADV positions

QQQ

INVESCO QQQ TR

$40.6M
BX

VANGUARD SPECIALIZED FUNDS

$39.8M
QQQ

INVESCO QQQ TR

$39.7M
BX

VANGUARD SPECIALIZED FUNDS

$38.9M
BX

VANGUARD SPECIALIZED FUNDS

$35.7M
BX

VANGUARD SPECIALIZED FUNDS

$34.7M
QQQ

INVESCO QQQ TR

$32.7M
QQQ

INVESCO QQQ TR

$30.1M