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IUSGIUSG
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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES RUSSELL 3000 GROWTH

Integrated Wealth Concepts LLC holds 170,157 shares of IUSG (ISHARES RUSSELL 3000 GROWTH), worth $32M as of 2026-Q2. The position was increased (+28.8% shares). IUSG represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$32M

Current Shares

170,157

Total Value Change

+$13.4M

Total Shares Change

+29,301

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
170,157
+28.8%
$32M0.2%$188.09
43
2026-Q1
Increased
132,142
+4.0%
$20.5M0.2%$162.81
35
2025-Q4
Decreased
127,067
-3.6%
$21.3M0.3%$169.21
0
2025-Q3
Increased
131,863
+3.1%
$21.7M0.2%$163.64
35
2025-Q2
Increased
127,918
+26.3%
$19.2M0.2%$149.13
42
2025-Q1
Decreased
101,262
-24.4%
$12.9M0.2%$126.44
0
2024-Q4
Decreased
133,910
-4.9%
$18.7M0.2%$139.66
0
2024-Q3
Decreased
140,856
-4.9%
$18.6M0.2%$130.12
0

Other major holders of IUSG: BANK OF AMERICA CORP /DE/

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