Integrated Investment Consultants, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 19 October, 2023
Integrated Investment Consultants, LLC has released its latest 13F holdings report, comparing the second quarter of 2023 to the third quarter of 2023. This report provides valuable insights into the changes in the holdings of various funds. Let's take a closer look at the significant changes and what they mean for investors.
1. ISHARES RUSSELL 1000 GROWTH ETF (IWF):
- Q2 2023 (SHARES): 85,600
- Q3 2023 (SHARES): 85,168
- Q2 2023 VALUE ($000): 23,555
- Q3 2023 VALUE ($000): 22,653
- Chg %: -3.8
The ISHARES RUSSELL 1000 GROWTH ETF saw a slight decrease in holdings from the second to the third quarter of 2023. Despite this decline, the fund remains a popular choice for investors looking to capitalize on the growth potential of large-cap companies.
2. SCHWAB US DIVIDEND EQUITY ETF (SCHD):
- Q2 2023 (SHARES): 245,028
- Q3 2023 (SHARES): 253,701
- Q2 2023 VALUE ($000): 17,793
- Q3 2023 VALUE ($000): 17,951
- Chg %: 0.9
The SCHWAB US DIVIDEND EQUITY ETF experienced a marginal increase in holdings from Q2 to Q3 2023. This ETF focuses on dividend-paying stocks, providing investors with a steady income stream while capturing potential capital appreciation.
3. UWM HOLDINGS CORPORATION COM CL A (UWMC):
- Q2 2023 (SHARES): 162,767
- Q3 2023 (SHARES): 3,592,568
- Q2 2023 VALUE ($000): 911
- Q3 2023 VALUE ($000): 17,423
- Chg %: 1,811.6
One of the most significant changes in holdings is seen in UWM HOLDINGS CORPORATION COM CL A. The fund dramatically increased its holdings from Q2 to Q3 2023, indicating strong confidence in the company's growth prospects. This move could be attributed to favorable market conditions or specific developments within the company itself.
4. ISHARES RUSSELL MID-CAP GROWTH ETF (IWP):
- Q2 2023 (SHARES): 178,619
- Q3 2023 (SHARES): 176,994
- Q2 2023 VALUE ($000): 17,259
- Q3 2023 VALUE ($000): 16,168
- Chg %: -6.3
The ISHARES RUSSELL MID-CAP GROWTH ETF experienced a moderate decrease in holdings between the second and third quarter of 2023. Despite the decline, this fund continues to offer exposure to mid-cap companies with significant growth potential.
5. SKYLINE CHAMPION CORPORATION COM (SKY):
- Q2 2023 (SHARES): 195,162
- Q3 2023 (SHARES): 202,349
- Q2 2023 VALUE ($000): 12,773
- Q3 2023 VALUE ($000): 12,893
- Chg %: 0.9
The SKYLINE CHAMPION CORPORATION COM saw a slight increase in holdings during the third quarter of 2023. This company specializes in the manufacturing and distribution of housing products, catering to both the residential and commercial sectors.
These are just a few examples of the changes in holdings observed in Integrated Investment Consultants, LLC's Q2 2023 vs. Q3 2023 13F holdings comparison. As with any investment decision, it's essential to conduct thorough research and consider your investment goals before making any changes to your portfolio.
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