IWC
Z icon

Integrated Wealth Concepts’s Zillow Z Stock Holding History

Integrated Wealth Concepts’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,936
Closed -$201K – 2017
2025
Q1 		$201K Sell
2,936
-800
-21% -$61.1K ﹤0.01% 1623
2024
Q4 		$277K Sell
3,736
-25
-0.7% -$1.79K ﹤0.01% 1417
2024
Q3 		$240K Buy
+3,761
New +$202K ﹤0.01% 1474
2024
Q1 		– Sell
-3,728
Closed -$216K – 1710
2023
Q4 		$216K Buy
+3,728
New +$164K ﹤0.01% 1432
2023
Q3 		– Sell
-4,004
Closed -$201K – 1636
2023
Q2 		$201K Buy
+4,004
New +$184K ﹤0.01% 1428

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return