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IBHHIBHH
13 quarters

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

Yes. Integrated Wealth Concepts holds 62,464 shares of IBHH, worth $1.5M, as of its Q2 2026 13F filing. It increased the position by 5,136 shares (+9.0%) from Q1 2026. Integrated Wealth Concepts has held IBHH since Q2 2023, across 13 quarterly 13F filings.

Current Value

$1.5M

Current Shares

62,464

Total Value Change

+$1.3M

Total Shares Change

+53,164

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
62,464
+9.0%
$1.5M0.0%$23.02
28
2026-Q1
Decreased
57,328
-3.4%
$1.3M0.0%$22.64
0
2025-Q4
Increased
59,365
+23.4%
$1.4M0.0%$22.60
31
2025-Q3
Increased
48,107
+3.8%
$1.1M0.0%$22.33
26
2025-Q2
Decreased
46,368
-6.7%
$1.1M0.0%$21.85
0
2025-Q1
Increased
49,701
+9.2%
$1.2M0.0%$21.15
28
2024-Q4
Increased
45,527
+12.9%
$1.1M0.0%$20.92
28
2024-Q3
Increased
40,312
+2.3%
$959,4230.0%$20.84
26
2024-Q2
Increased
39,421
+11.3%
$911,4200.0%$19.89
28
2024-Q1
Increased
35,434
+240.7%
$827,0400.0%$19.72
40
2023-Q4
Increased
10,400
+11.8%
$242,2680.0%$19.46
26
2023-Q3
Unchanged
9,300
0.0%
$206,2740.0%$18.12
0
2023-Q2
New
9,300
-
$209,8080.0%$18.11
32

Other major holders of IBHH: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, LPL Financial LLC

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