iShares S&P 500 Index shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $209M | 363k | 576.82 |
| 2024-06-30 | $204M | 373k | 547.23 |
| 2024-03-31 | $192M | 366k | 525.77 |
| 2023-09-30 | $150M | 350k | 429.43 |
| 2023-06-30 | $153M | 344k | 445.71 |
| 2023-03-31 | $120M | 291k | 411.08 |
| 2022-12-31 | $102M | 266k | 384.21 |
| 2022-09-30 | $85M | 238k | 358.65 |
| 2022-06-30 | $84M | 221k | 379.15 |
| 2022-03-31 | $96M | 211k | 453.69 |
| 2021-12-31 | $70M | 148k | 476.99 |
| 2021-09-30 | $70M | 162k | 430.82 |
| 2021-06-30 | $70M | 163k | 429.92 |
| 2021-03-31 | $62M | 156k | 397.82 |
| 2020-12-31 | $82M | 218k | 375.39 |
| 2020-09-30 | $36M | 108k | 336.06 |
| 2020-06-30 | $22M | 73k | 309.70 |
| 2020-03-31 | $13M | 50k | 258.39 |
| 2019-12-31 | $29M | 90k | 323.24 |
| 2019-09-30 | $8.0M | 27k | 298.52 |
| 2019-06-30 | $6.8M | 26k | 263.17 |
| 2019-03-31 | $7.2M | 25k | 284.56 |
| 2018-12-31 | $4.2M | 17k | 251.64 |
| 2018-09-30 | $4.4M | 15k | 293.90 |
| 2018-06-30 | $4.7M | 17k | 273.84 |
| 2018-03-31 | $3.6M | 14k | 259.24 |
| 2017-12-31 | $3.2M | 12k | 275.97 |
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