Back to IW Integrated Wealth Concepts LLC

CFACFA
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VICTORY PORTFOLIOS II

Integrated Wealth Concepts LLC holds 37,410 shares of CFA (VICTORY PORTFOLIOS II), worth $3.7M as of 2026-Q2. The position was increased (+92.1% shares). CFA represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3.7M

Current Shares

37,410

Total Value Change

+$3.4M

Total Shares Change

+31,291

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
37,410
+92.1%
$3.7M0.0%$98.65
42
2026-Q1
Increased
19,473
+1.5%
$1.8M0.0%$91.06
26
2025-Q4
Increased
19,193
+2.2%
$1.7M0.0%$90.37
26
2025-Q3
Decreased
18,781
-1.3%
$1.7M0.0%$89.95
0
2025-Q2
Increased
19,018
+6.9%
$1.7M0.0%$86.67
27
2025-Q1
Decreased
17,795
-2.5%
$1.5M0.0%$82.91
0
2024-Q4
Increased
18,260
+10.8%
$1.6M0.0%$83.19
28
2024-Q3
Increased
16,482
+2.5%
$1.4M0.0%$84.04
26
2024-Q2
Increased
16,081
+14.6%
$1.3M0.0%$77.14
29
2024-Q1
Increased
14,039
+9.9%
$1.1M0.0%$78.85
28
2023-Q4
Increased
12,769
+9.5%
$952,9370.0%$72.12
27
2023-Q3
Increased
11,657
+15.3%
$793,7060.0%$65.42
28
2023-Q2
Increased
10,107
+38.5%
$718,4010.0%$68.08
32
2023-Q1
Increased
7,295
+9.3%
$502,0000.0%$65.62
26
2022-Q4
Increased
6,675
+0.2%
$452,0000.0%$64.48
24
2022-Q3
Increased
6,662
+53.7%
$406,0000.0%$57.69
33
2022-Q2
Increased
4,335
+0.1%
$278,0000.0%$60.51
23
2022-Q1
Increased
4,333
+0.0%
$321,0000.0%$69.55
23
2021-Q4
Increased
4,332
+0.1%
$336,0000.0%$72.78
23
2021-Q3
Increased
4,329
+0.0%
$308,0000.0%$66.34
23
2021-Q2
Decreased
4,328
-2.3%
$308,0000.0%$66.30
0
2021-Q1
Decreased
4,431
-3.7%
$297,0000.0%$62.29
0
2020-Q4
Increased
4,600
+0.0%
$287,0000.0%$57.72
23
2020-Q3
Increased
4,598
+0.0%
$249,0000.0%$50.04
23
2020-Q2
Decreased
4,597
-5.0%
$232,0000.0%$46.46
0
2020-Q1
Decreased
4,841
-25.1%
$205,0000.0%$38.84
0
2019-Q4
Decreased
6,468
-6.6%
$365,0000.0%$51.54
0
2019-Q3
Increased
6,925
+0.0%
$367,0000.0%$48.12
24
2019-Q2
Increased
6,924
+13.2%
$363,0000.0%$47.53
27
2019-Q1
New
6,119
-
$307,0000.1%$45.30
32

Other major holders of CFA: VICTORY CAPITAL MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used