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IBHJIBHJ
7 quarters

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

Integrated Wealth Concepts LLC holds 73,955 shares of IBHJ (ISHARES TR), worth $2M as of 2026-Q2. The position was increased (+26.6% shares). IBHJ represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2M

Current Shares

73,955

Total Value Change

+$1.3M

Total Shares Change

+48,721

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
73,955
+26.6%
$2M0.0%$25.88
32
2026-Q1
Increased
58,397
+16.7%
$1.5M0.0%$25.22
30
2025-Q4
Increased
50,057
+31.9%
$1.3M0.0%$25.31
32
2025-Q3
Increased
37,961
+9.1%
$1M0.0%$24.95
27
2025-Q2
Increased
34,803
+19.0%
$927,1400.0%$24.38
29
2025-Q1
Increased
29,256
+15.9%
$763,3200.0%$23.47
28
2024-Q4
New
25,234
-
$656,9620.0%$23.16
34

Other major holders of IBHJ: BlackRock Finance, Inc., BlackRock, Inc., LPL Financial LLC, BANK OF AMERICA CORP /DE/

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