iShares S&P Global Financials Sect. shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares S&P Global Financials Sect.
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Quarterly reported holdings in iShares S&P Global Financials Sect. by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 3.8k | 116.67 |
| 2025-06-30 | $305k | 2.8k | 110.82 |
| 2025-03-31 | $255k | 2.5k | 103.02 |
| 2024-12-31 | $213k | 2.2k | 96.05 |
| 2024-09-30 | $210k | 2.2k | 94.58 |
| 2021-12-31 | $9.0M | 112k | 80.06 |
| 2021-09-30 | $11M | 137k | 78.45 |
| 2021-06-30 | $7.9M | 102k | 77.61 |
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