IWC
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Integrated Wealth Concepts’s F5 FFIV Stock Holding History

Integrated Wealth Concepts’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$459K Buy
+1,104
New +$392K ﹤0.01% 1701
2025
Q4 		– Sell
-705
Closed -$228K – 1768
2025
Q3 		$228K Buy
+705
New +$221K ﹤0.01% 1778

Other funds holding FFIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in F5 (FFIV) in Q2 2026: 1,104 shares worth $459K. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FFIV as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in FFIV in Q3 2025 and has held it in 2 quarters since. 832 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Integrated Wealth Concepts held 1,104 shares of F5 worth $459K as of Q2 2026.
  • F5 was a new Integrated Wealth Concepts position in Q2 2026.
  • F5 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1701 holding.
  • Integrated Wealth Concepts first reported a position in F5 in Q3 2025 and has held it in 2 quarters since.
  • 832 funds tracked by Wall St. Rank held F5 as of Q2 2026.

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