Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 132,142 shares of IUSG (ISHARES TR), worth $20.5M as of 2026-Q1. The position was increased (+4.0% shares). IUSG represents 0.2% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$20.5M
Current Shares
132,142
Total Value Change
+$1.6M
Total Shares Change
-15,936
Other major holders of IUSG: BANK OF AMERICA CORP /DE/
Increased |
| 132,142 |
+4.0% |
| $20.5M |
| 0.2% |
| $162.81 |
35 |
| 2025-Q4 | Decreased | 127,067 | -3.6% | $21.3M | 0.3% | $169.21 | 0 |
| 2025-Q3 | Increased | 131,863 | +3.1% | $21.7M | 0.2% | $163.64 | 35 |
| 2025-Q2 | Increased | 127,918 | +26.3% | $19.2M | 0.2% | $149.13 | 42 |
| 2025-Q1 | Decreased | 101,262 | -24.4% | $12.9M | 0.2% | $126.44 | 0 |
| 2024-Q4 | Decreased | 133,910 | -4.9% | $18.7M | 0.2% | $139.66 | 0 |
| 2024-Q3 | Decreased | 140,856 | -4.9% | $18.6M | 0.2% | $130.12 | 0 |
| 2024-Q2 | Decreased | 148,078 | -8.7% | $18.9M | 0.3% | $126.26 | 0 |