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IGLDIGLD
8 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Integrated Wealth Concepts LLC holds 225,819 shares of IGLD (FIRST TR EXCHANGE-TRADED FD), worth $4.8M as of 2026-Q2. The position was increased (+102.8% shares). IGLD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$4.8M

Current Shares

225,819

Total Value Change

+$4.4M

Total Shares Change

+209,798

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
225,819
+102.8%
$4.8M0.0%$20.21
43
2026-Q1
Increased
111,373
+86.0%
$2.8M0.0%$23.18
41
2025-Q4
Increased
59,869
+39.1%
$1.5M0.0%$21.87
34
2025-Q3
Increased
43,051
+29.7%
$1M0.0%$19.86
32
2025-Q2
Increased
33,198
+2.1%
$720,7250.0%$17.69
25
2025-Q1
Increased
32,498
+8.8%
$681,4800.0%$16.78
27
2024-Q4
Increased
29,861
+86.4%
$563,7750.0%$14.83
38
2024-Q3
New
16,021
-
$345,5640.0%$14.85
33

Other major holders of IGLD: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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