IIC
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Integrated Investment Consultants’s Flex FLEX Stock Holding History

Integrated Investment Consultants’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$411K Buy
6,275
+9
+0.1% +$576 0.09% 153
2025
Q4 		$379K Hold
6,266
– – 0.07% 173
2025
Q3 		$363K Hold
6,266
– – 0.06% 205
2025
Q2 		$313K Hold
6,266
– – 0.06% 226
2025
Q1 		$207K Hold
6,266
– – 0.04% 305
2024
Q4 		$241K Hold
6,266
– – 0.05% 265
2024
Q3 		$209K Buy
+6,266
New +$193K 0.05% 280
2018
Q2 		– Sell
-559
Closed -$7K – 359
2018
Q1 		$7K Buy
+559
New +$7.63K ﹤0.01% 690

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return