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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TR

Integrated Wealth Concepts LLC holds 383,932 shares of AGG (ISHARES TR), worth $38M as of 2026-Q2. The position was increased (+81.9% shares). AGG represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$38M

Current Shares

383,932

Total Value Change

+$26.9M

Total Shares Change

+274,678

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
383,932
+81.9%
$38M0.2%$98.31
53
2026-Q1
Increased
211,042
+10.6%
$21M0.2%$97.61
38
2025-Q4
Decreased
190,811
-9.5%
$19.1M0.2%$97.58
0
2025-Q3
Increased
210,842
+3.2%
$21.1M0.2%$96.67
35
2025-Q2
Decreased
204,249
-1.8%
$20.3M0.2%$94.72
0
2025-Q1
Increased
208,072
+29.5%
$20.6M0.2%$93.53
43
2024-Q4
Increased
160,680
+47.1%
$15.6M0.2%$91.03
46
2024-Q3
Increased
109,254
+32.9%
$11.1M0.1%$93.95
43

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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