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IBHGIBHG
13 quarters

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

Integrated Wealth Concepts LLC holds 91,465 shares of IBHG (ISHARES TR), worth $2M as of 2026-Q2. The position was increased (+25.1% shares). IBHG represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2M

Current Shares

91,465

Total Value Change

+$1.8M

Total Shares Change

+80,705

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
91,465
+25.1%
$2M0.0%$21.87
32
2026-Q1
Increased
73,137
+1.4%
$1.6M0.0%$21.60
26
2025-Q4
Increased
72,105
+24.5%
$1.6M0.0%$21.58
31
2025-Q3
Increased
57,912
+2.7%
$1.3M0.0%$21.31
26
2025-Q2
Increased
56,381
+1.9%
$1.3M0.0%$21.02
26
2025-Q1
Increased
55,359
+21.2%
$1.2M0.0%$20.48
30
2024-Q4
Decreased
45,663
-2.5%
$1M0.0%$20.19
0
2024-Q3
Increased
46,857
+2.8%
$1.1M0.0%$20.05
26
2024-Q2
Increased
45,603
+9.2%
$1M0.0%$19.21
27
2024-Q1
Increased
41,768
+75.1%
$929,7490.0%$19.06
38
2023-Q4
Increased
23,850
+7.1%
$529,7090.0%$18.79
26
2023-Q3
Increased
22,260
+106.9%
$479,1600.0%$17.80
39
2023-Q2
New
10,760
-
$234,8450.0%$17.73
32

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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