Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 285,911 shares of EFV (ISHARES TR), worth $21.3M as of 2026-Q1. The position was decreased (-2.4% shares). EFV represents 0.2% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$21.3M
Current Shares
285,911
Total Value Change
-$7.3M
Total Shares Change
-252,086
Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 285,911 |
-2.4% |
| $21.3M |
| 0.2% |
| $75.72 |
0 |
| 2025-Q4 | Decreased | 293,054 | -12.2% | $20.9M | 0.2% | $71.68 | 0 |
| 2025-Q3 | Decreased | 333,834 | -23.0% | $22.6M | 0.2% | $66.07 | 0 |
| 2025-Q2 | Increased | 433,356 | +35.8% | $27.5M | 0.3% | $62.08 | 45 |
| 2025-Q1 | Decreased | 319,011 | -18.9% | $18.8M | 0.2% | $56.91 | 0 |
| 2024-Q4 | Decreased | 393,590 | -42.1% | $20.7M | 0.2% | $50.13 | 0 |
| 2024-Q3 | Increased | 680,023 | +26.4% | $39.1M | 0.5% | $54.42 | 43 |
| 2024-Q2 | Increased | 537,997 | +2.2% | $28.5M | 0.4% | $49.90 | 35 |