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IYRIYR
Showing 8 of 28 quarters

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

Yes. Integrated Wealth Concepts holds 10,580 shares of IYR, worth $1.1M, as of its Q2 2026 13F filing. It reduced the position by 2,057 shares (-16.3%) from Q1 2026. Integrated Wealth Concepts has held IYR since Q2 2020, across 25 quarterly 13F filings.

Current Value

$1.1M

Current Shares

10,580

Total Value Change

+$396,452

Total Shares Change

+3,852

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,580
-16.3%
$1.1M0.0%$101.50
0
2026-Q1
Increased
12,637
+164.9%
$1.2M0.0%$93.41
41
2025-Q4
Decreased
4,771
-22.0%
$447,9500.0%$92.48
0
2025-Q3
Increased
6,120
+8.1%
$594,1720.0%$94.76
26
2025-Q2
Increased
5,661
+1.0%
$536,4670.0%$91.92
24
2025-Q1
Decreased
5,605
-0.9%
$536,6540.0%$92.39
0
2024-Q4
Decreased
5,654
-16.0%
$526,1650.0%$89.46
0
2024-Q3
Decreased
6,728
-5.8%
$685,3500.0%$97.13
0

Other major holders of IYR: BNP PARIBAS FINANCIAL MARKETS, BARCLAYS PLC

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