IWC
Integrated Wealth Concepts’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
90,428
+1,730
| +2% | +$101K | 0.05% | 322 |
|
|
2025
Q1 | $4.75M | Sell |
88,698
-15
| -0% | -$803 | 0.06% | 322 |
|
|
2024
Q4 | $5.01M | Sell |
88,713
-1,096
| -1% | -$61.9K | 0.06% | 296 |
|
|
2024
Q3 | $5.01M | Buy |
89,809
+4,201
| +5% | +$234K | 0.06% | 287 |
|
|
2024
Q2 | $4.55M | Sell |
85,608
-380,191
| -82% | -$20.2M | 0.06% | 279 |
|
|
2024
Q1 | $23.6M | Buy |
465,799
+11,475
| +3% | +$581K | 0.34% | 64 |
|
|
2023
Q4 | $21M | Sell |
454,324
-66,929
| -13% | -$3.09M | 0.34% | 61 |
|
|
2023
Q3 | $21.6M | Buy |
521,253
+10,779
| +2% | +$447K | 0.38% | 56 |
|
|
2023
Q2 | $22M | Sell |
510,474
-319,979
| -39% | -$13.8M | 0.38% | 57 |
|
|
2023
Q1 | $32.7M | Buy |
830,453
+39,702
| +5% | +$1.57M | 0.68% | 27 |
|
|
2022
Q4 | $29M | Buy |
790,751
+20,356
| +3% | +$746K | 0.79% | 26 |
|
|
2022
Q3 | $26.2M | Buy |
770,395
+42,009
| +6% | +$1.43M | 0.84% | 24 |
|
|
2022
Q2 | $26.4M | Buy |
728,386
+26,635
| +4% | +$965K | 0.82% | 25 |
|
|
2022
Q1 | $30.5M | Buy |
+701,751
| New | +$30.5M | 0.93% | 21 |
|