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IETCIETC
6 quarters

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

Integrated Wealth Concepts LLC holds 65,533 shares of IETC (ISHARES U S ETF TR), worth $7M as of 2026-Q2. The position was decreased (-2.2% shares). IETC represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7M

Current Shares

65,533

Total Value Change

+$1.4M

Total Shares Change

-9,825

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
65,533
-2.2%
$7M0.0%$107.35
0
2026-Q1
New
66,977
-
$5.9M0.0%$91.35
38
2025-Q4
Exited
0
-100.0%
$00.0%$102.62
0
2025-Q3
Decreased
69,201
-2.6%
$7.1M0.1%$101.59
0
2025-Q2
Decreased
71,020
-5.8%
$6.7M0.1%$92.76
0
2025-Q1
New
75,358
-
$5.6M0.1%$74.94
37

Other major holders of IETC: LPL Financial LLC, ASSETMARK, INC

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