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13 quarters

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

Integrated Wealth Concepts LLC holds 190,234 shares of IBTK (ISHARES TR), worth $3.7M as of 2026-Q2. The position was increased (+89.4% shares). IBTK represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3.7M

Current Shares

190,234

Total Value Change

+$3.4M

Total Shares Change

+176,599

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
190,234
+89.4%
$3.7M0.0%$19.48
42
2026-Q1
Increased
100,422
+65.9%
$2M0.0%$19.47
38
2025-Q4
Decreased
60,547
-11.1%
$1.2M0.0%$19.48
0
2025-Q3
Increased
68,083
+8.1%
$1.4M0.0%$19.27
28
2025-Q2
Increased
62,996
+0.2%
$1.2M0.0%$19.05
25
2025-Q1
Increased
62,846
+63.4%
$1.2M0.0%$18.69
37
2024-Q4
Increased
38,473
+45.0%
$738,4030.0%$18.14
33
2024-Q3
Increased
26,534
+7.3%
$531,8680.0%$18.70
26
2024-Q2
Increased
24,722
+0.1%
$476,5140.0%$17.81
24
2024-Q1
Increased
24,689
+0.5%
$479,4570.0%$17.76
24
2023-Q4
Increased
24,567
+80.2%
$484,4610.0%$17.92
37
2023-Q3
Unchanged
13,635
0.0%
$257,7020.0%$16.98
0
2023-Q2
New
13,635
-
$267,9270.0%$17.52
32

Other major holders of IBTK: WELLS FARGO & COMPANY/MN, STIFEL FINANCIAL CORP, MERCER GLOBAL ADVISORS INC /ADV

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