IWC
IVH

Integrated Wealth Concepts’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Integrated Wealth Concepts’s Portfolio IVH Stock Details IVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-61,213
Closed -$671K – 1395
2022
Q4 		$671K Buy
61,213
+984
+2% +$10.8K 0.02% 568
2022
Q3 		$608K Buy
60,229
+3,286
+6% +$33.2K 0.02% 538
2022
Q2 		$583K Buy
+56,943
New +$583K 0.02% 560