Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 357,617 shares of IVV (ISHARES TR), worth $233.6M as of 2026-Q1. The position was increased (+33.7% shares). IVV represents 1.9% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$233.6M
Current Shares
357,617
Total Value Change
+$29.4M
Total Shares Change
-15,608
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 357,617 |
+33.7% |
| $233.6M |
| 1.9% |
| $683.37 |
62 |
| 2025-Q4 | Decreased | 267,421 | -12.4% | $183.2M | 2.2% | $689.92 | 0 |
| 2025-Q3 | Decreased | 305,277 | -2.9% | $204.3M | 1.8% | $664.41 | 0 |
| 2025-Q2 | Decreased | 314,319 | -9.4% | $195.2M | 2.0% | $613.43 | 0 |
| 2025-Q1 | Decreased | 346,830 | -4.4% | $194.9M | 2.3% | $552.75 | 0 |
| 2024-Q4 | Increased | 362,793 | +0.1% | $213.6M | 2.5% | $583.48 | 52 |
| 2024-Q3 | Decreased | 362,470 | -2.9% | $209.1M | 2.5% | $564.81 | 0 |
| 2024-Q2 | Increased | 373,225 | +2.0% | $204.2M | 2.8% | $536.31 | 53 |