Back to IW Integrated Wealth Concepts LLC

ITDCITDC
6 quarters

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

Yes. Integrated Wealth Concepts holds 11,501 shares of ITDC, worth $422,089, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Integrated Wealth Concepts has held ITDC since Q1 2026, across 2 quarterly 13F filings.

Current Value

$422,089

Current Shares

11,501

Total Value Change

+$77,174

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
11,501
0.0%
$422,0890.0%$36.70
0
2026-Q1
New
11,501
-
$388,2740.0%$33.76
33
2025-Q4
Exited
0
-100.0%
$00.0%$33.97
0
2025-Q3
Unchanged
11,501
0.0%
$390,3440.0%$33.27
0
2025-Q2
Unchanged
11,501
0.0%
$370,3320.0%$31.56
0
2025-Q1
New
11,501
-
$344,9150.0%$29.40
33

Other major holders of ITDC: SCOTIA CAPITAL INC., JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC

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