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Ishares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $318k 11k 29.20
2024-03-31 $500k 16k 30.62
2023-09-30 $491k 19k 26.40
2023-06-30 $459k 17k 26.69
2023-03-31 $447k 17k 26.61
2022-12-31 $423k 15k 28.17

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Etf Aptus MF Closed and MF Open (ACIO)
Dimensional Us MF Closed and MF Open (DFAC)
Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IUSB)
Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr

Money Concepts Capital Corp
Sanctuary Advisors
Branch Banking & Trust Company
Bank of America Corporation
Raymond James & Associates
Royal Bank of Canada
LPL Financial
Envestnet Asset Management
Tower Research Capital
Well Done
Citadel Advisors
Global Assets Advisory
Mariner Wealth Advisors
Commonwealth Equity Services
Integrated Wealth Concepts

View all funds holding Ishares Tr