Back to IW Integrated Wealth Concepts LLC

BRTRBRTR
6 quarters

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

Yes. Integrated Wealth Concepts holds 59,746 shares of BRTR, worth $3M, as of its Q2 2026 13F filing. It reduced the position by 1,122 shares (-1.8%) from Q1 2026. Integrated Wealth Concepts has held BRTR since Q1 2025, across 6 quarterly 13F filings.

Current Value

$3M

Current Shares

59,746

Total Value Change

-$2M

Total Shares Change

-39,531

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
59,746
-1.8%
$3M0.0%$49.55
0
2026-Q1
Decreased
60,868
-5.2%
$3.1M0.0%$49.27
0
2025-Q4
Increased
64,237
+3.0%
$3.3M0.0%$49.48
27
2025-Q3
Decreased
62,358
-36.3%
$3.2M0.0%$48.86
0
2025-Q2
Decreased
97,946
-1.3%
$4.9M0.0%$47.86
0
2025-Q1
New
99,277
-
$5M0.1%$47.10
37

Other major holders of BRTR: Dynasty Wealth Management, LLC, JPMORGAN CHASE & CO

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