Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 522,007 shares of IJH (ISHARES TR), worth $34.5M as of 2025-Q4. The position was decreased (-1.6% shares). IJH represents 0.4% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$34.5M
Current Shares
522,007
Total Value Change
-$10.9M
Total Shares Change
-252,989
Other major holders of IJH: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 522,007 |
-1.6% |
| $34.5M |
| 0.4% |
| $66.70 |
0 |
| 2025-Q3 | Decreased | 530,522 | -10.7% | $34.6M | 0.3% | $64.87 | 0 |
| 2025-Q2 | Increased | 593,928 | +3.8% | $36.8M | 0.4% | $61.52 | 36 |
| 2025-Q1 | Decreased | 572,380 | -45.0% | $33.4M | 0.4% | $57.55 | 0 |
| 2024-Q4 | Increased | 1M | +0.7% | $64.9M | 0.8% | $61.30 | 42 |
| 2024-Q3 | Increased | 1M | +33.4% | $64.4M | 0.8% | $61.15 | 53 |
| 2024-Q2 | Decreased | 774,996 | -0.1% | $45.4M | 0.6% | $57.25 | 0 |