Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 211,042 shares of AGG (ISHARES TR), worth $21M as of 2026-Q1. The position was increased (+10.6% shares). AGG represents 0.2% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$21M
Current Shares
211,042
Total Value Change
+$13M
Total Shares Change
+128,853
Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP
Increased |
| 211,042 |
+10.6% |
| $21M |
| 0.2% |
| $100.57 |
38 |
| 2025-Q4 | Decreased | 190,811 | -9.5% | $19.1M | 0.2% | $99.80 | 0 |
| 2025-Q3 | Increased | 210,842 | +3.2% | $21.1M | 0.2% | $98.64 | 35 |
| 2025-Q2 | Decreased | 204,249 | -1.8% | $20.3M | 0.2% | $96.25 | 0 |
| 2025-Q1 | Increased | 208,072 | +29.5% | $20.6M | 0.2% | $95.24 | 43 |
| 2024-Q4 | Increased | 160,680 | +47.1% | $15.6M | 0.2% | $92.99 | 46 |
| 2024-Q3 | Increased | 109,254 | +32.9% | $11.1M | 0.1% | $96.07 | 43 |
| 2024-Q2 | Increased | 82,189 | +8.7% | $8M | 0.1% | $91.03 | 36 |