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IBMOIBMO
15 quarters

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

Integrated Wealth Concepts LLC holds 560,200 shares of IBMO (ISHARES TR), worth $14.4M as of 2026-Q2. The position was increased (+52.9% shares). IBMO represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$14.4M

Current Shares

560,200

Total Value Change

+$13.1M

Total Shares Change

+510,253

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
560,200
+52.9%
$14.4M0.1%$25.54
39
2026-Q1
Decreased
366,495
-2.7%
$9.4M0.1%$25.38
0
2025-Q4
Decreased
376,796
-1.6%
$9.7M0.1%$25.28
0
2025-Q3
Increased
382,935
+13.8%
$9.8M0.1%$25.10
31
2025-Q2
Increased
336,583
+3.5%
$8.6M0.1%$24.92
28
2025-Q1
Increased
325,296
+6.7%
$8.3M0.1%$24.71
29
2024-Q4
Increased
304,752
+35.3%
$7.8M0.1%$24.52
36
2024-Q3
Increased
225,318
+18.9%
$5.8M0.1%$24.53
32
2024-Q2
Increased
189,569
+2.9%
$4.8M0.1%$24.08
28
2024-Q1
Increased
184,296
+30.6%
$4.7M0.1%$23.97
34
2023-Q4
Increased
141,103
+37.3%
$3.6M0.1%$24.05
35
2023-Q3
Decreased
102,749
-7.9%
$2.5M0.0%$23.25
0
2023-Q2
Increased
111,524
+30.3%
$2.8M0.0%$23.50
33
2023-Q1
Increased
85,598
+71.4%
$2.2M0.0%$23.73
39
2022-Q4
New
49,947
-
$1.3M0.0%$23.37
35

Other major holders of IBMO: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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