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Integrated Wealth Concepts’s Savers SVV Stock Holding History

Integrated Wealth Concepts’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.9K Buy
+3,264
New +$28.3K ﹤0.01% 3706

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Savers (SVV) in Q2 2026: 3,264 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #3706 among its holdings.

150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Integrated Wealth Concepts held 3,264 shares of Savers worth $32.9K as of Q2 2026.
  • Savers was a new Integrated Wealth Concepts position in Q2 2026.
  • Savers made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3706 holding.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

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