Back to IW Integrated Wealth Concepts LLC

SPYISPYI
9 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in NEOS ETF TRUST

Integrated Wealth Concepts LLC holds 98,371 shares of SPYI (NEOS ETF TRUST), worth $5.2M as of 2026-Q2. The position was increased (+89.4% shares). SPYI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.2M

Current Shares

98,371

Total Value Change

+$4.7M

Total Shares Change

+88,306

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
98,371
+89.4%
$5.2M0.0%$52.04
42
2026-Q1
Increased
51,935
+243.0%
$2.6M0.0%$46.96
42
2025-Q4
Decreased
15,142
-49.9%
$795,4130.0%$48.47
0
2025-Q3
Increased
30,205
+3.9%
$1.6M0.0%$46.83
27
2025-Q2
Increased
29,085
+170.6%
$1.5M0.0%$43.72
41
2025-Q1
Decreased
10,749
-10.6%
$514,7870.0%$40.36
0
2024-Q4
Increased
12,021
+15.2%
$610,9070.0%$41.55
28
2024-Q3
Increased
10,431
+3.6%
$534,3810.0%$40.64
25
2024-Q2
New
10,065
-
$504,7600.0%$38.57
33

Other major holders of SPYI: LPL Financial LLC

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