In Track Investment Management Inc Purchases in Q2 2025

In Track Investment Management Inc

  • $134 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
57.3K
+ 819.5%
$44.8 - $53.97 $2.56M - $3.09M
64.2K $3.47M
DFIV
Dimensional ETF Tr

ETFs
72K
New
$34.67 - $43.21 $2.5M - $3.11M
72K $3.08M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
24.6K
New
$116.93 - $119.39 $2.88M - $2.94M
24.6K $2.93M
IVV
Ishares Core S&P 500 ETF

ETFs
2.69K
+ 44.57%
$498.8 - $620.9 $1.34M - $1.67M
8.73K $5.42M
VBK
Vanguard Small Cap Growth ETF

ETFs
7.1K
New
$219.76 - $276.94 $1.56M - $1.97M
7.1K $1.97M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
20.8K
New
$75.29 - $91.16 $1.57M - $1.9M
20.8K $1.88M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39.4K
+ 108.88%
$44.68 - $45.96 $1.76M - $1.81M
75.5K $3.45M
NVDA
Nvidia Corp

Technology
2.8K
+ 11.57%
$94.31 - $157.99 $264K - $442K
27K $4.26M
PANW
Palo Alto Networks Inc

Technology
3.34K
+ 13.21%
$152.44 - $204.64 $510K - $684K
28.6K $5.86M
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 70.25%
$484.66 - $738.09 $681K - $1.04M
3.41K $2.51M
VTV
Vanguard Value ETF

ETFs
6.4K
New
$153.67 - $176.74 $984K - $1.13M
6.4K $1.13M
JPIB
Jpmorgan International Bond Op

ETFs
21.6K
New
$47.18 - $48.62 $1.02M - $1.05M
21.6K $1.05M
PHYL
Pgim ETF Tr

ETFs
28.3K
New
$33.41 - $35.49 $946K - $1.01M
28.3K $1.01M
GLDM
World Gold Trust

ETFs
15.3K
New
$58.96 - $67.97 $905K - $1.04M
15.3K $1.01M
CB
Chubb LTD

Financial Services
3.48K
+ 155.34%
$274.32 - $302.46 $953K - $1.05M
5.71K $1.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.82K
New
$152.42 - $182.82 $735K - $881K
4.82K $881K
EBR
Brazilian Electric Power CO

Utilities
109K
New
$6.8 - $7.75 $740K - $843K
109K $808K
C
Citigroup Inc

Financial Services
5.38K
+ 32.14%
$58.13 - $85.12 $313K - $458K
22.1K $1.88M
GOOG
Alphabet Inc.

Communication Services
2.67K
+ 29.52%
$146.58 - $180.01 $392K - $481K
11.7K $2.08M
PSA
Public Storage

Real Estate
2.08K
New
$266.31 - $309.77 $553K - $644K
2.08K $609K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
17.7K
New
$30.93 - $34.56 $548K - $612K
17.7K $586K
JPM
Jpmorgan Chase & CO

Financial Services
993
+ 15.01%
$210.28 - $289.91 $209K - $288K
7.61K $2.21M
HDB
Hdfc Bank LTD

Financial Services
6.71K
New
$63.78 - $77.48 $428K - $520K
6.71K $514K
NTES
Net Ease, Inc.

Communication Services
3.69K
New
$91.37 - $134.58 $337K - $497K
3.69K $496K
AMZN
Amazon Com Inc

Consumer Cyclical
761
+ 6.89%
$167.32 - $223.3 $127K - $170K
11.8K $2.59M
NVO
Novo Nordisk A S

Healthcare
6.73K
New
$58.08 - $81.05 $391K - $546K
6.73K $464K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
33.2K
New
$10.79 - $14.14 $359K - $470K
33.2K $455K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.87K
New
$141.37 - $228.57 $265K - $428K
1.87K $424K
AMAT
Applied Materials Inc

Technology
1.25K
+ 24.57%
$126.95 - $183.52 $159K - $230K
6.36K $1.16M
SYK
Stryker Corp

Healthcare
863
+ 28.55%
$337.37 - $395.63 $291K - $341K
3.89K $1.54M
IWM
Ishares Russell 2000 ETF

ETFs
1.59K
New
$174.82 - $215.79 $277K - $342K
1.59K $342K
INFY
Infosys LTD

Technology
17.7K
New
$16.14 - $18.75 $285K - $332K
17.7K $327K
IYW
Ishares Dj Us Tech ETF

ETFs
1.83K
New
$122.57 - $173.27 $225K - $318K
1.83K $317K
APO
Apollo Global Management, Inc.

Financial Services
1.77K
+ 15.59%
$108.68 - $145.07 $193K - $257K
13.1K $1.86M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
7.57K
New
$32.61 - $38.62 $247K - $292K
7.57K $288K
DUK
Duke Energy Corp

Utilities
2.71K
+ 29.13%
$112.46 - $124.05 $304K - $336K
12K $1.42M
CAT
Caterpillar Inc

Industrials
27
+ 0.58%
$273.94 - $388.21 $7.4K - $10.5K
4.68K $1.82M
NEE
Nextera Energy Inc

Utilities
3.75K
+ 25.93%
$64.11 - $75.0 $241K - $281K
18.2K $1.27M
LOW
Lowes Companies Inc

Consumer Cyclical
1.24K
+ 33.84%
$210.83 - $235.28 $260K - $291K
4.89K $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.24K
+ 93.91%
$63.54 - $68.5 $206K - $222K
6.69K $451K
CARR
Carrier Global Corp

Industrials
251
+ 1.31%
$55.55 - $75.83 $13.9K - $19K
19.5K $1.43M
IBM
International Business Machines Corp

Technology
686
New
$221.03 - $294.78 $152K - $202K
686 $202K
SPG
Simon Property Group Inc

Real Estate
1.37K
+ 24.87%
$140.37 - $171.44 $192K - $235K
6.87K $1.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
479
+ 27.91%
$483.48 - $539.8 $232K - $259K
2.2K $1.07M
WMT
Walmart Inc.

Consumer Defensive
202
+ 1.56%
$81.79 - $99.98 $16.5K - $20.2K
13.2K $1.29M
AAPL
Apple Inc.

Technology
2.46K
+ 11.38%
$172.42 - $223.89 $424K - $550K
24.1K $4.93M
DHR
Danaher Corp

Healthcare
750
+ 8.74%
$174.64 - $205.16 $131K - $154K
9.33K $1.84M
XOM
Exxon Mobil Corp

Energy
1.27K
+ 23.09%
$99.93 - $119.04 $127K - $151K
6.77K $729K
SHEL
Shell PLC

Energy
1.12K
+ 14.56%
$59.75 - $73.05 $66.9K - $81.8K
8.81K $620K
Activity Summary
Buys All Purchases 62 New Holdings 29 Increased Positions 33 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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