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Integrated Wealth Concepts’s i3 Verticals IIIV Stock Holding History

Integrated Wealth Concepts’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.4K Buy
+1,891
New +$39.4K ﹤0.01% 3534

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Integrated Wealth Concepts opened a new position in i3 Verticals (IIIV) in Q2 2026: 1,891 shares worth $40.4K. The stake represents ﹤0.01% of the portfolio and ranks #3534 among its holdings.

134 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Integrated Wealth Concepts held 1,891 shares of i3 Verticals worth $40.4K as of Q2 2026.
  • i3 Verticals was a new Integrated Wealth Concepts position in Q2 2026.
  • i3 Verticals made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3534 holding.
  • 134 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

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