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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES CORE S&P MIDCAP ETF

Integrated Wealth Concepts LLC holds 966,420 shares of IJH (ISHARES CORE S&P MIDCAP ETF), worth $74.5M as of 2026-Q2. The position was increased (+85.0% shares). IJH represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$74.5M

Current Shares

966,420

Total Value Change

+$10.1M

Total Shares Change

-67,615

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
966,420
+85.0%
$74.5M0.4%$77.11
55
2026-Q1
Increased
522,303
+0.1%
$35.3M0.3%$70.86
34
2025-Q4
Decreased
522,007
-1.6%
$34.5M0.4%$66.70
0
2025-Q3
Decreased
530,522
-10.7%
$34.6M0.3%$64.87
0
2025-Q2
Increased
593,928
+3.8%
$36.8M0.4%$61.52
36
2025-Q1
Decreased
572,380
-45.0%
$33.4M0.4%$57.55
0
2024-Q4
Increased
1M
+0.7%
$64.9M0.8%$61.30
42
2024-Q3
Increased
1M
+33.4%
$64.4M0.8%$61.15
53

Other major holders of IJH: Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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