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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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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
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