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

Integrated Wealth Concepts LLC holds 112,419 shares of IBTL (ISHARES TR), worth $2.3M as of 2026-Q2. The position was increased (+92.5% shares). IBTL represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.3M

Current Shares

112,419

Total Value Change

+$1.8M

Total Shares Change

+91,727

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
112,419
+92.5%
$2.3M0.0%$19.93
41
2026-Q1
Increased
58,402
+125.8%
$1.2M0.0%$20.00
41
2025-Q4
Decreased
25,870
-30.4%
$530,9900.0%$20.00
0
2025-Q3
Increased
37,156
+40.5%
$764,2940.0%$19.79
33
2025-Q2
Increased
26,436
+0.3%
$541,9450.0%$19.53
24
2025-Q1
Increased
26,370
+3.2%
$536,1070.0%$19.17
25
2024-Q4
Increased
25,548
+23.5%
$505,8540.0%$18.55
29
2024-Q3
Increased
20,692
+0.1%
$430,8140.0%$19.24
24

Other major holders of IBTL: WELLS FARGO & COMPANY/MN

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