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

Integrated Wealth Concepts LLC holds 199,769 shares of IBMQ (ISHARES TR), worth $5.1M as of 2026-Q2. The position was increased (+31.9% shares). IBMQ represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.1M

Current Shares

199,769

Total Value Change

+$4.1M

Total Shares Change

+162,091

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
199,769
+31.9%
$5.1M0.0%$25.47
34
2026-Q1
Increased
151,478
+14.3%
$3.9M0.0%$25.27
30
2025-Q4
Increased
132,578
+10.0%
$3.4M0.0%$25.21
29
2025-Q3
Increased
120,555
+4.8%
$3.1M0.0%$25.07
28
2025-Q2
Increased
115,028
+3.2%
$2.9M0.0%$24.69
27
2025-Q1
Increased
111,429
+75.2%
$2.8M0.0%$24.43
40
2024-Q4
Increased
63,593
+68.8%
$1.6M0.0%$24.22
38
2024-Q3
Increased
37,678
+42.0%
$965,6770.0%$24.46
33

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

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