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IBHHIBHH
13 quarters

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

Integrated Wealth Concepts LLC holds 65,182 shares of IBHH (ISHARES TR), worth $1.5M as of 2026-Q2. The position was increased (+13.7% shares). IBHH represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.5M

Current Shares

65,182

Total Value Change

+$1.3M

Total Shares Change

+55,882

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,182
+13.7%
$1.5M0.0%$23.26
29
2026-Q1
Decreased
57,328
-3.4%
$1.3M0.0%$22.87
0
2025-Q4
Increased
59,365
+23.4%
$1.4M0.0%$22.83
31
2025-Q3
Increased
48,107
+3.8%
$1.1M0.0%$22.56
26
2025-Q2
Decreased
46,368
-6.7%
$1.1M0.0%$22.07
0
2025-Q1
Increased
49,701
+9.2%
$1.2M0.0%$21.37
28
2024-Q4
Increased
45,527
+12.9%
$1.1M0.0%$21.14
28
2024-Q3
Increased
40,312
+2.3%
$959,4230.0%$21.05
26
2024-Q2
Increased
39,421
+11.3%
$911,4200.0%$20.09
28
2024-Q1
Increased
35,434
+240.7%
$827,0400.0%$19.92
40
2023-Q4
Increased
10,400
+11.8%
$242,2680.0%$19.66
26
2023-Q3
Unchanged
9,300
0.0%
$206,2740.0%$18.31
0
2023-Q2
New
9,300
-
$209,8080.0%$18.29
32

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

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