IWC
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Integrated Wealth Concepts’s Exponent EXPO Stock Holding History

Integrated Wealth Concepts’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Buy
+3,201
New +$227K ﹤0.01% 2089
2025
Q4 		– Sell
-3,108
Closed -$216K – 1761
2025
Q3 		$216K Sell
3,108
-3,516
-53% -$251K ﹤0.01% 1815
2025
Q2 		$495K Buy
6,624
+152
+2% +$11.8K 0.01% 1279
2025
Q1 		$525K Sell
6,472
-12
-0.2% -$1.04K 0.01% 1119
2024
Q4 		$578K Sell
6,484
-170
-3% -$17.1K 0.01% 1066
2024
Q3 		$767K Sell
6,654
-271
-4% -$28.3K 0.01% 910
2024
Q2 		$659K Sell
6,925
-717
-9% -$64.6K 0.01% 934
2024
Q1 		$631K Sell
7,642
-2,517
-25% -$208K 0.01% 946
2023
Q4 		$894K Sell
10,159
-677
-6% -$55.5K 0.01% 769
2023
Q3 		$927K Buy
10,836
+2,087
+24% +$189K 0.02% 722
2023
Q2 		$817K Buy
+8,749
New +$823K 0.01% 760

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return