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ISCFISCF
17 quarters

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

Integrated Wealth Concepts LLC holds 33,495 shares of ISCF (ISHARES TR), worth $1.4M as of 2026-Q2. The position was increased (+105.2% shares). ISCF represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.4M

Current Shares

33,495

Total Value Change

+$1.2M

Total Shares Change

+23,469

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
33,495
+105.2%
$1.4M0.0%$43.29
41
2026-Q1
Decreased
16,327
-0.7%
$682,3080.0%$43.77
0
2025-Q4
Decreased
16,448
-0.7%
$682,2650.0%$41.72
0
2025-Q3
Increased
16,569
+63.4%
$681,3920.0%$40.20
36
2025-Q2
Decreased
10,142
-4.4%
$393,1960.0%$37.90
0
2025-Q1
Decreased
10,612
-1.5%
$357,4090.0%$32.68
0
2024-Q4
Decreased
10,776
-11.0%
$347,8380.0%$30.95
0
2024-Q3
Decreased
12,110
-8.8%
$426,8650.0%$33.07
0
2024-Q2
Decreased
13,285
-23.7%
$428,1590.0%$30.23
0
2024-Q1
Decreased
17,419
-3.1%
$574,4920.0%$30.41
0
2023-Q4
Decreased
17,968
-3.4%
$577,3020.0%$29.63
0
2023-Q3
Increased
18,597
+0.1%
$550,1000.0%$26.66
24
2023-Q2
Increased
18,574
+16.0%
$573,0020.0%$27.42
28
2023-Q1
Increased
16,017
+44.7%
$498,0000.0%$27.41
33
2022-Q4
New
11,070
-
$332,0000.0%$26.57
33
2020-Q2
Exited
0
-100.0%
$00.0%$22.30
0
2020-Q1
New
10,026
-
$229,0000.0%$18.44
32

Other major holders of ISCF: LPL Financial LLC, Cerity Partners LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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