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

Integrated Wealth Concepts LLC holds 654,453 shares of INTF (ISHARES TR), worth $26.8M as of 2026-Q2. The position was increased (+3.4% shares). INTF represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$26.8M

Current Shares

654,453

Total Value Change

-$11.7M

Total Shares Change

-570,274

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
654,453
+3.4%
$26.8M0.1%$40.96
35
2026-Q1
Increased
633,253
+1650.0%
$24.7M0.2%$39.74
55
2025-Q4
Decreased
36,186
-94.5%
$1.4M0.0%$37.90
0
2025-Q3
Decreased
661,602
-50.8%
$23.8M0.2%$35.30
0
2025-Q2
Increased
1.3M
+11.1%
$46M0.5%$33.70
39
2025-Q1
Decreased
1.2M
-19.5%
$37.3M0.4%$30.17
0
2024-Q4
Increased
1.5M
+22.7%
$43.2M0.5%$27.90
50
2024-Q3
Increased
1.2M
+16.9%
$38.5M0.5%$30.18
40

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

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