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PHEQPHEQ
5 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in PARAMETRIC HEDGED EQUITY ETF

Integrated Wealth Concepts LLC holds 24,164 shares of PHEQ (PARAMETRIC HEDGED EQUITY ETF), worth $835,378 as of 2026-Q2. The position was decreased (-41.2% shares). PHEQ represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$835,378

Current Shares

24,164

Total Value Change

+$513,815

Total Shares Change

+13,679

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
24,164
-41.2%
$835,3780.0%$34.57
0
2026-Q1
Decreased
41,082
-30.1%
$1.3M0.0%$32.43
0
2025-Q4
Increased
58,784
+1.4%
$1.9M0.0%$32.65
26
2025-Q3
Increased
57,968
+452.9%
$1.9M0.0%$31.79
42
2025-Q2
New
10,485
-
$321,5630.0%$30.32
33

Other major holders of PHEQ: MORGAN STANLEY

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