KWB Wealth »

Indexiq Etf Tr iq candrm esg us shares owned by KWB Wealth

Quarter-by-quarter ownership of Indexiq Etf Tr iq candrm esg us (IQSU) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Indexiq Etf Tr iq candrm esg us

Tip: Access up to 7 years of quarterly data

All positions including Indexiq Etf Tr iq candrm esg us held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Indexiq Etf Tr iq candrm esg us by KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 105k 41.99
2023-09-30 $3.8M 99k 38.79
2023-06-30 $4.0M 102k 38.79
2023-03-31 $7.5M 235k 31.98
2022-12-31 $7.3M 227k 31.98
2022-09-30 $7.3M 239k 30.69
2022-06-30 $5.5M 171k 32.30

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding Indexiq Etf Tr iq candrm esg us

New York Life Investment Management
Banca d'Italia
Bank of America Corporation
We Are One Seven
IFP Advisors
Citadel Advisors
WCG Wealth Advisors
Private Advisor
Great Valley Advisor Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Ronald Blue Trust
Advisor Group Holdings

View all funds holding Indexiq Etf Tr iq candrm esg us