SPDR DJ Wilshire Mid Cap Value shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in SPDR DJ Wilshire Mid Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.9M | 40k | 72.94 |
| 2024-03-31 | $2.6M | 34k | 76.00 |
| 2023-09-30 | $872k | 13k | 64.86 |
| 2023-06-30 | $416k | 6.0k | 68.78 |
| 2023-03-31 | $442k | 6.7k | 66.03 |
| 2022-12-31 | $484k | 7.5k | 64.66 |
| 2022-03-31 | $671k | 9.5k | 70.42 |
| 2021-12-31 | $455k | 6.4k | 71.03 |
| 2021-09-30 | $316k | 4.8k | 66.33 |
| 2021-06-30 | $267k | 4.0k | 67.44 |
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