Ishares Tr rus200 val idx shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 42k | 81.27 |
| 2024-06-30 | $3.1M | 42k | 74.82 |
| 2024-03-31 | $3.1M | 41k | 76.31 |
| 2023-09-30 | $2.5M | 38k | 65.37 |
| 2023-06-30 | $3.6M | 54k | 67.44 |
| 2023-03-31 | $3.5M | 53k | 65.10 |
| 2022-12-31 | $4.8M | 74k | 64.97 |
| 2022-09-30 | $4.3M | 74k | 57.71 |
| 2022-06-30 | $4.0M | 65k | 61.77 |
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