Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 129,589 shares of IEF (ISHARES TR), worth $12.4M as of 2026-Q1. The position was increased (+38.0% shares). IEF represents 0.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$12.4M
Current Shares
129,589
Total Value Change
+$3.4M
Total Shares Change
+33,751
Other major holders of IEF: Fisher Asset Management, LLC
Increased |
| 129,589 |
+38.0% |
| $12.4M |
| 0.1% |
| $97.01 |
37 |
| 2025-Q4 | Increased | 93,904 | +7.5% | $9M | 0.1% | $96.17 | 36 |
| 2025-Q3 | Decreased | 87,380 | -48.4% | $8.4M | 0.1% | $95.00 | 0 |
| 2025-Q2 | Increased | 169,488 | +48.0% | $16.2M | 0.2% | $93.00 | 46 |
| 2025-Q1 | Increased | 114,537 | +14.7% | $10.9M | 0.1% | $91.81 | 38 |
| 2024-Q4 | Increased | 99,894 | +2.3% | $9.2M | 0.1% | $88.88 | 34 |
| 2024-Q3 | Increased | 97,681 | +1.9% | $9.6M | 0.1% | $93.26 | 34 |
| 2024-Q2 | Decreased | 95,838 | -2.1% | $9M | 0.1% | $87.97 | 0 |