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IBHFIBHF
14 quarters

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

Integrated Wealth Concepts LLC holds 468,228 shares of IBHF (ISHARES TR), worth $10.6M as of 2026-Q2. The position was increased (+47.0% shares). IBHF represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$10.6M

Current Shares

468,228

Total Value Change

+$10.3M

Total Shares Change

+456,916

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
468,228
+47.0%
$10.6M0.1%$22.48
38
2026-Q1
Decreased
318,533
-2.5%
$7.3M0.1%$22.45
0
2025-Q4
Increased
326,572
+1.4%
$7.5M0.1%$22.35
28
2025-Q3
Increased
322,063
+1.8%
$7.5M0.1%$22.15
28
2025-Q2
Increased
316,269
+8.3%
$7.3M0.1%$21.62
30
2025-Q1
Increased
292,168
+312.6%
$6.8M0.1%$21.26
44
2024-Q4
Increased
70,813
+37.4%
$1.6M0.0%$20.96
34
2024-Q3
Increased
51,525
+23.9%
$1.2M0.0%$20.72
31
2024-Q2
Increased
41,585
+17.6%
$952,7170.0%$19.91
29
2024-Q1
Increased
35,375
+37.4%
$815,7530.0%$19.67
32
2023-Q4
Increased
25,747
+9.3%
$590,1320.0%$19.31
27
2023-Q3
Increased
23,549
+8.5%
$530,5560.0%$18.51
26
2023-Q2
Increased
21,707
+91.9%
$493,8340.0%$18.35
38
2023-Q1
New
11,312
-
$258,0000.0%$18.04
32

Other major holders of IBHF: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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