Ownership history in Integrated Wealth Concepts LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in VICTORYSHARES U S (CDC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 107,464 | -2,482 | -2.3% | 0.08% | $7.1M | $65.51 |
| 2025 Q3 | REDUCED | 109,946 | -3,448 | -3.0% | 0.07% | $7.3M | $65.60 |
| 2025 Q2 | REDUCED | 113,394 | -3,137 | -2.7% | 0.07% | $7.2M | $62.09 |
| 2025 Q1 | REDUCED | 116,531 | -6,161 | -5.0% | 0.09% | $7.7M | $63.48 |
| 2024 Q4 | ADDED | 122,692 | +2,519 | +2.1% | 0.09% | $7.7M | $60.12 |
| 2024 Q3 | REDUCED | 120,173 | -8,514 | -6.6% | 0.10% | $7.8M | $61.78 |
| 2024 Q2 | REDUCED | 128,687 | -11,426 | -8.2% | 0.10% | $7.5M | $55.19 |
| 2024 Q1 | REDUCED | 140,113 | -8,097 | -5.5% | 0.12% | $8.3M | $55.67 |
| 2023 Q4 | REDUCED | 148,210 | -10,297 | -6.5% | 0.14% | $8.4M | $52.52 |
| 2023 Q3 | REDUCED | 158,507 | -1,314 | -0.8% | 0.16% | $8.9M | $50.98 |
As of 2025 Q4 — sorted by position size