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

Integrated Wealth Concepts LLC holds 126,840 shares of IBHI (ISHARES TR), worth $3M as of 2026-Q2. The position was increased (+25.9% shares). IBHI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3M

Current Shares

126,840

Total Value Change

+$2.1M

Total Shares Change

+90,379

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
126,840
+25.9%
$3M0.0%$23.13
32
2026-Q1
Increased
100,777
+15.4%
$2.3M0.0%$22.66
30
2025-Q4
Increased
87,297
+17.4%
$2.1M0.0%$22.74
30
2025-Q3
Increased
74,342
+7.5%
$1.8M0.0%$22.46
28
2025-Q2
Increased
69,142
+33.0%
$1.6M0.0%$21.93
33
2025-Q1
Increased
51,975
+22.2%
$1.2M0.0%$21.11
30
2024-Q4
Increased
42,532
+16.6%
$997,3860.0%$21.08
29
2024-Q3
Increased
36,461
+13.6%
$872,1810.0%$21.02
28

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

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