A detailed history of Integrated Wealth Concepts LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,496 shares of IWC stock, worth $222,096. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,496
Previous 1,762 15.1%
Holding current value
$222,096
Previous $224,000 0.45%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$127.86 - $151.39 $34,010 - $40,269
-266 Reduced 15.1%
1,496 $223,000
Q2 2025

Aug 14, 2025

SELL
$97.43 - $127.66 $10,035 - $13,148
-103 Reduced 5.52%
1,762 $224,000
Q1 2025

May 15, 2025

SELL
$110.91 - $133.46 $24,954 - $30,028
-225 Reduced 10.77%
1,865 $206,000
Q4 2024

Feb 14, 2025

BUY
$120.3 - $138.84 $251,427 - $290,175
2,090 New
2,090 $272,000
Q3 2021

Nov 15, 2021

SELL
$136.87 - $153.98 $194,629 - $218,959
-1,422 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$136.95 - $157.3 $194,742 - $223,680
1,422 New
1,422 $217,000

Others Institutions Holding IWC

About RUSSELL MICRO CAP ETF


  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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