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ITOTITOT
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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES CORE S&P TOTAL U.S.

Integrated Wealth Concepts LLC holds 274,395 shares of ITOT (ISHARES CORE S&P TOTAL U.S.), worth $45.1M as of 2026-Q2. The position was increased (+24.6% shares). ITOT represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$45.1M

Current Shares

274,395

Total Value Change

+$16.7M

Total Shares Change

+48,310

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
274,395
+24.6%
$45.1M0.2%$164.27
43
2026-Q1
Increased
220,145
+12.2%
$31.4M0.3%$148.83
39
2025-Q4
Decreased
196,219
-2.4%
$29.2M0.3%$149.80
0
2025-Q3
Decreased
201,070
-1.1%
$29.3M0.3%$144.73
0
2025-Q2
Decreased
203,377
-1.6%
$27.5M0.3%$133.52
0
2025-Q1
Increased
206,619
+5.3%
$25.2M0.3%$120.29
36
2024-Q4
Decreased
196,216
-13.2%
$25.2M0.3%$127.50
0
2024-Q3
Increased
226,085
+0.7%
$28.4M0.3%$123.23
35

Other major holders of ITOT: BlackRock, Inc., WELLS FARGO & COMPANY/MN, BNP PARIBAS FINANCIAL MARKETS

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