IWC
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Integrated Wealth Concepts’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Integrated Wealth Concepts’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$513K Buy
10,765
+158
+1% +$7.53K 0.01% 1258
2025
Q1 		$454K Buy
+10,607
New +$454K 0.01% 1185