Back to IW Integrated Wealth Concepts LLC

RWKRWK
13 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO S&P MIDCAP 400 REVENUE ETF

Integrated Wealth Concepts LLC holds 17,817 shares of RWK (INVESCO S&P MIDCAP 400 REVENUE ETF), worth $2.6M as of 2026-Q2. The position was increased (+73.4% shares). RWK represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.6M

Current Shares

17,817

Total Value Change

+$2.3M

Total Shares Change

+14,732

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,817
+73.4%
$2.6M0.0%$146.26
39
2026-Q1
Increased
10,276
+2.0%
$1.3M0.0%$133.43
26
2025-Q4
Decreased
10,078
-11.3%
$1.3M0.0%$127.68
0
2025-Q3
Decreased
11,366
-52.7%
$1.4M0.0%$124.58
0
2025-Q2
Decreased
24,026
-2.7%
$2.8M0.0%$116.54
0
2025-Q1
Decreased
24,702
-6.6%
$2.7M0.0%$106.67
0
2024-Q4
Increased
26,435
+1.4%
$3.1M0.0%$114.35
27
2024-Q3
Increased
26,070
+3.4%
$3M0.0%$114.63
27
2024-Q2
Increased
25,222
+2.1%
$2.8M0.0%$107.73
27
2024-Q1
Increased
24,704
+11.9%
$2.8M0.0%$112.61
29
2023-Q4
Increased
22,072
+170.6%
$2.3M0.0%$102.45
42
2023-Q3
Increased
8,157
+164.4%
$765,3730.0%$91.27
40
2023-Q2
New
3,085
-
$296,3690.0%$92.41
32

Other major holders of RWK: MORGAN STANLEY, Steward Partners Investment Advisory, LLC

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