Back to IW Integrated Wealth Concepts LLC

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12 quarters

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

Yes. Integrated Wealth Concepts holds 2,726 shares of GBF, worth $283,032, as of its Q2 2026 13F filing. It increased the position by 52 shares (+1.9%) from Q1 2026. Integrated Wealth Concepts has held GBF since Q1 2026, across 2 quarterly 13F filings.

Current Value

$283,032

Current Shares

2,726

Total Value Change

-$242,390

Total Shares Change

-2,525

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,726
+1.9%
$283,0320.0%$102.77
24
2026-Q1
New
2,674
-
$278,5220.0%$102.13
32
2025-Q4
Exited
0
-100.0%
$00.0%$102.04
0
2025-Q3
Decreased
2,885
-2.8%
$303,9940.0%$101.43
0
2025-Q2
Decreased
2,969
-6.9%
$310,1220.0%$99.59
0
2025-Q1
Unchanged
3,189
0.0%
$332,1090.0%$98.38
0
2024-Q4
Decreased
3,189
-0.5%
$326,0410.0%$95.89
0
2024-Q3
Decreased
3,205
-6.6%
$342,3800.0%$98.97
0
2024-Q2
Decreased
3,433
-22.8%
$352,5490.0%$94.25
0
2024-Q1
Decreased
4,446
-12.8%
$460,2510.0%$94.04
0
2023-Q4
Decreased
5,098
-2.9%
$536,4420.0%$94.95
0
2023-Q3
New
5,251
-
$525,4220.0%$89.11
33

Other major holders of GBF: ASSETMARK, INC

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