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
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $260k | 6.2k | 41.78 |
| 2025-03-31 | $335k | 11k | 30.00 |
| 2024-12-31 | $362k | 11k | 32.48 |
| 2024-09-30 | $351k | 11k | 32.20 |
| 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 |