IWC
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Integrated Wealth Concepts’s Ingredion INGR Stock Holding History

Integrated Wealth Concepts’s Portfolio INGR Stock Details INGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$580K Buy
+5,146
New +$591K ﹤0.01% 1451
2025
Q4 		– Sell
-3,280
Closed -$401K – 1838
2025
Q3 		$401K Buy
3,280
+315
+11% +$40.6K ﹤0.01% 1472
2025
Q2 		$402K Buy
2,965
+883
+42% +$119K ﹤0.01% 1396
2025
Q1 		$281K Buy
2,082
+514
+33% +$67.9K ﹤0.01% 1442
2024
Q4 		$216K Sell
1,568
-791
-34% -$111K ﹤0.01% 1558
2024
Q3 		$324K Sell
2,359
-810
-26% -$103K ﹤0.01% 1287
2024
Q2 		$363K Hold
3,169
– – 0.01% 1205
2024
Q1 		$370K Buy
3,169
+39
+1% +$4.39K 0.01% 1197
2023
Q4 		$340K Sell
3,130
-328
-9% -$32.9K 0.01% 1200
2023
Q3 		$340K Sell
3,458
-206
-6% -$21.4K 0.01% 1165
2023
Q2 		$388K Buy
+3,664
New +$390K 0.01% 1111

Other funds holding INGR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return