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iShares Dow Jones US Tele shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of iShares Dow Jones US Tele (IYZ) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in iShares Dow Jones US Tele

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Tele 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 Dow Jones US Tele by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $763k 19k 39.32

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding iShares Dow Jones US Tele

Morgan Stanley
Bank of America Corporation
Pinkerton Retirement Specialists
LPL Financial
Wells Fargo & Company
Citigroup
Camarda Wealth Advisory
Zurich Insurance Group Ltd/FI
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Independent Advisor Alliance
Goldman Sachs Group
Cambridge Investment Research Advisors
Advisortrust Partners
Equitable Holdings

View all funds holding iShares Dow Jones US Tele