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IBMRIBMR
7 quarters

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

Integrated Wealth Concepts LLC holds 170,744 shares of IBMR (ISHARES TR), worth $4.3M as of 2026-Q2. The position was increased (+48.3% shares). IBMR represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$4.3M

Current Shares

170,744

Total Value Change

+$3.3M

Total Shares Change

+131,244

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
170,744
+48.3%
$4.3M0.0%$25.34
37
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/

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