Integrated Wealth Concepts’s Arrowhead Research ARWR Stock Holding History

Integrated Wealth Concepts’s Portfolio ARWR Stock Details ARWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$676K	Buy	8,297 +412	+5%	+$30.4K	﹤0.01%	1475
2026 Q1	$494K	Buy	+7,885	New	+$499K	﹤0.01%	1552
2025 Q4	–	Sell	-6,577	Closed	-$227K	–	1637
2025 Q3	$227K	Buy	+6,577	New	+$145K	﹤0.01%	1783
2023 Q3	–	Sell	-5,619	Closed	-$200K	–	1563
2023 Q2	$200K	Buy	+5,619	New	+$194K	﹤0.01%	1431

Other funds holding ARWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Integrated Wealth Concepts's ARWR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Arrowhead Research (ARWR) stake by 5.2% in Q2 2026, buying an estimated $30.4K and bringing the position to 8,297 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Integrated Wealth Concepts first reported a position in ARWR in Q2 2023 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

Integrated Wealth Concepts held 8,297 shares of Arrowhead Research worth $676K as of Q2 2026.
Integrated Wealth Concepts bought 412 Arrowhead Research shares in Q2 2026, an estimated $30.4K.
Arrowhead Research made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1475 holding.
Integrated Wealth Concepts first reported a position in Arrowhead Research in Q2 2023 and has held it in 4 quarters since.
502 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.