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XLYXLY
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Position history for IWIntegrated Wealth Concepts LLC's holdings in CONSUMER DISCRETIONARY SELT

Integrated Wealth Concepts LLC holds 61,654 shares of XLY (CONSUMER DISCRETIONARY SELT), worth $7.2M as of 2026-Q2. The position was increased (+41.9% shares). XLY represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.2M

Current Shares

61,654

Total Value Change

+$3.3M

Total Shares Change

+41,848

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
61,654
+41.9%
$7.2M0.0%$117.28
37
2026-Q1
Increased
43,437
+97.6%
$4.7M0.0%$114.36
43
2025-Q4
Decreased
21,983
-13.4%
$2.6M0.0%$120.36
0
2025-Q3
Increased
25,372
+48.1%
$6.1M0.1%$120.14
37
2025-Q2
Decreased
17,129
-45.5%
$3.7M0.0%$108.89
0
2025-Q1
Decreased
31,434
-14.7%
$6.2M0.1%$97.94
0
2024-Q4
Increased
36,832
+86.0%
$8.3M0.1%$112.06
43
2024-Q3
Decreased
19,806
-0.2%
$4M0.0%$99.37
0

Other major holders of XLY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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