Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 267,421 shares of IVV (ISHARES TR), worth $183.2M as of 2025-Q4. The position was decreased (-12.4% shares). IVV represents 2.2% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$183.2M
Current Shares
267,421
Total Value Change
-$21.1M
Total Shares Change
-105,804
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
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 |