Fidelity vlu factor etf shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 3.4k | 68.88 |
| 2025-06-30 | $207k | 3.2k | 63.86 |
| 2025-03-31 | $278k | 4.7k | 59.59 |
| 2024-12-31 | $293k | 4.8k | 61.53 |
| 2024-09-30 | $276k | 4.6k | 60.60 |
| 2024-06-30 | $214k | 3.7k | 57.58 |
| 2024-03-31 | $212k | 3.7k | 57.06 |
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