Back to IW Integrated Wealth Concepts LLC

BALIBALI
6 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in BLACKROCK ETF TRUST

Integrated Wealth Concepts LLC holds 87,983 shares of BALI (BLACKROCK ETF TRUST), worth $3M as of 2026-Q2. The position was increased (+164.8% shares). BALI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3M

Current Shares

87,983

Total Value Change

+$2.7M

Total Shares Change

+77,833

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
87,983
+164.8%
$3M0.0%$33.38
43
2026-Q1
Increased
33,220
+39.3%
$1M0.0%$29.67
33
2025-Q4
Increased
23,849
+1.2%
$755,5380.0%$30.15
25
2025-Q3
Decreased
23,561
-7.8%
$747,8270.0%$29.41
0
2025-Q2
Increased
25,557
+151.8%
$769,5180.0%$27.36
40
2025-Q1
New
10,150
-
$292,2200.0%$25.37
32

Other major holders of BALI: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, FMR LLC, AMERIPRISE FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used