Integrated Wealth Concepts
IIIN icon

Integrated Wealth Concepts’s Insteel Industries IIIN Stock Holding History

Integrated Wealth Concepts’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,425
Closed -$209K – 1635
2023
Q3 		$209K Buy
+6,425
New +$206K ﹤0.01% 1391
2023
Q2 		– Sell
-7,545
Closed -$210K – 1582
2023
Q1 		$210K Buy
+7,545
New +$219K ﹤0.01% 1205

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

Integrated Wealth Concepts's IIIN Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Insteel Industries (IIIN) in Q4 2023, closing a stake of 6,425 shares — an estimated $209K sold.

Integrated Wealth Concepts first reported a position in IIIN in Q1 2023 and held it in 2 quarters. The position peaked at $210K in Q1 2023. 150 funds tracked by Wall St. Rank hold IIIN as of Q4 2023.

  • Integrated Wealth Concepts reported no remaining Insteel Industries position as of Q4 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,425 Insteel Industries shares in Q4 2023, an estimated $209K.
  • Integrated Wealth Concepts first reported a position in Insteel Industries in Q1 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Insteel Industries position peaked at $210K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.