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IWLIWL
17 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TR

Integrated Wealth Concepts LLC holds 113,573 shares of IWL (ISHARES TR), worth $21M as of 2026-Q2. The position was increased (+176.9% shares). IWL represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$21M

Current Shares

113,573

Total Value Change

+$13.7M

Total Shares Change

+32,626

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
113,573
+176.9%
$21M0.1%$184.95
55
2026-Q1
Increased
41,008
+7.6%
$6.6M0.1%$167.93
29
2025-Q4
Increased
38,109
+1.2%
$6.5M0.1%$171.77
27
2025-Q3
Increased
37,663
+3.3%
$6.3M0.1%$164.98
28
2025-Q2
Increased
36,466
+923.2%
$5.6M0.1%$151.57
44
2025-Q1
Decreased
3,564
-59.7%
$489,7620.0%$135.65
0
2024-Q4
Decreased
8,853
-25.7%
$1.3M0.0%$143.99
0
2024-Q3
Decreased
11,921
-8.8%
$1.7M0.0%$138.06
0
2024-Q2
Decreased
13,066
-57.1%
$1.8M0.0%$131.84
0
2024-Q1
Decreased
30,469
-1.3%
$3.9M0.1%$124.82
0
2023-Q4
Decreased
30,873
-10.3%
$3.6M0.1%$112.71
0
2023-Q3
Decreased
34,424
-1.6%
$3.6M0.1%$100.86
0
2023-Q2
Decreased
34,972
-4.9%
$3.7M0.1%$102.39
0
2023-Q1
Decreased
36,771
-4.8%
$3.6M0.1%$93.05
0
2022-Q4
Increased
38,622
+10.3%
$3.5M0.1%$86.85
29
2022-Q3
Decreased
35,004
-56.8%
$3M0.1%$82.89
0
2022-Q2
New
80,947
-
$7.3M0.2%$86.70
45

Other major holders of IWL: ENVESTNET ASSET MANAGEMENT INC

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