Back to IW Integrated Wealth Concepts LLC

IBMRIBMR
7 quarters

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

Integrated Wealth Concepts LLC holds 115,242 shares of IBMR (ISHARES TR), worth $2.9M as of 2026-Q2. The position was increased (+0.1% shares). IBMR represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.9M

Current Shares

115,242

Total Value Change

+$1.9M

Total Shares Change

+75,742

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
115,242
+0.1%
$2.9M0.0%$25.17
26
2026-Q1
Increased
115,133
+10.7%
$2.9M0.0%$25.14
29
2025-Q4
Increased
104,056
+153.4%
$2.6M0.0%$25.11
42
2025-Q3
Increased
41,062
+4.0%
$1M0.0%$25.00
26
2025-Q2
Increased
39,503
+0.0%
$996,6660.0%$24.54
25
2025-Q1
Unchanged
39,500
0.0%
$989,0800.0%$24.20
0
2024-Q4
New
39,500
-
$986,7100.0%$24.04
35

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used