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SPDR DJ Wilshire Small Cap Growth shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in SPDR DJ Wilshire Small Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Growth held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 44k 93.11
2024-06-30 $3.0M 35k 85.86

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Bank of America Corporation
Citigroup
Financial Engines Advisors L.L.C
Townsquare Capital
Stifel Financial
Benjamin F. Edwards & Company
Honkamp Krueger Financial Services
Rodgers & Associates
Benjamin Edwards
Morgan Stanley
Wells Fargo & Company
Savant Capital Management
Financial Advisory Service
Commonwealth Equity Services

View all funds holding SPDR DJ Wilshire Small Cap Growth