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IBHIIBHI
Showing 8 of 10 quarters

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

Yes. Integrated Wealth Concepts holds 123,525 shares of IBHI, worth $2.9M, as of its Q2 2026 13F filing. It increased the position by 22,748 shares (+22.6%) from Q1 2026. Integrated Wealth Concepts has held IBHI since Q1 2024, across 10 quarterly 13F filings.

Current Value

$2.9M

Current Shares

123,525

Total Value Change

+$2M

Total Shares Change

+87,064

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
123,525
+22.6%
$2.9M0.0%$22.88
32
2026-Q1
Increased
100,777
+15.4%
$2.3M0.0%$22.41
30
2025-Q4
Increased
87,297
+17.4%
$2.1M0.0%$22.49
30
2025-Q3
Increased
74,342
+7.5%
$1.8M0.0%$22.21
28
2025-Q2
Increased
69,142
+33.0%
$1.6M0.0%$21.69
33
2025-Q1
Increased
51,975
+22.2%
$1.2M0.0%$20.88
30
2024-Q4
Increased
42,532
+16.6%
$997,3860.0%$20.85
29
2024-Q3
Increased
36,461
+13.6%
$872,1810.0%$20.79
28

Other major holders of IBHI: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MORGAN STANLEY

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