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SVALSVAL
12 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TR

Integrated Wealth Concepts LLC holds 6,230 shares of SVAL (ISHARES TR), worth $260,302 as of 2026-Q2. This is a new position. SVAL represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$260,302

Current Shares

6,230

Total Value Change

-$162,698

Total Shares Change

-8,788

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
6,230
-
$260,3020.0%$41.79
32
2025-Q2
Exited
0
-100.0%
$00.0%$30.57
0
2025-Q1
Increased
11,157
+0.1%
$334,7590.0%$29.29
23
2024-Q4
Increased
11,147
+2.4%
$362,0470.0%$31.58
24
2024-Q3
Increased
10,890
+0.1%
$350,6460.0%$31.13
24
2024-Q2
Decreased
10,884
-33.4%
$317,7980.0%$28.32
0
2024-Q1
Decreased
16,344
-4.6%
$500,4150.0%$29.48
0
2023-Q4
Decreased
17,131
-7.8%
$527,6370.0%$29.50
0
2023-Q3
Increased
18,589
+8.2%
$490,6830.0%$25.12
26
2023-Q2
Increased
17,186
+2.3%
$458,6970.0%$25.33
25
2023-Q1
Increased
16,800
+11.9%
$447,0000.0%$24.64
27
2022-Q4
New
15,018
-
$423,0000.0%$26.27
33

Other major holders of SVAL: Waverly Advisors, LLC, Sanctuary Advisors, LLC

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