Back to IW Integrated Wealth Concepts LLC

ISBAISBA
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISABELLA BK CORP

Integrated Wealth Concepts LLC holds 12,214 shares of ISBA (ISABELLA BK CORP), worth $482,432 as of 2026-Q2. The position was increased (+100.5% shares). ISBA represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$482,432

Current Shares

12,214

Total Value Change

+$267,427

Total Shares Change

+6,115

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,214
+100.5%
$482,4320.0%$39.50
39
2026-Q1
Decreased
6,091
-0.3%
$278,1950.0%$46.48
0
2025-Q4
Increased
6,111
+0.2%
$305,5280.0%$50.28
23
2025-Q3
New
6,099
-
$215,0050.0%$35.01
32

Other major holders of ISBA: BlackRock, Inc., VANGUARD GROUP INC, VANGUARD CAPITAL MANAGEMENT LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used