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IYRIYR
Showing 8 of 28 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES US REAL ESTATE ETF

Integrated Wealth Concepts LLC holds 12,753 shares of IYR (ISHARES US REAL ESTATE ETF), worth $1.3M as of 2026-Q2. The position was increased (+0.9% shares). IYR represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.3M

Current Shares

12,753

Total Value Change

+$618,425

Total Shares Change

+6,025

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,753
+0.9%
$1.3M0.0%$102.25
26
2026-Q1
Increased
12,637
+164.9%
$1.2M0.0%$100.96
41
2025-Q4
Decreased
4,771
-22.0%
$447,9500.0%$94.71
0
2025-Q3
Increased
6,120
+8.1%
$594,1720.0%$95.77
26
2025-Q2
Increased
5,661
+1.0%
$536,4670.0%$92.69
24
2025-Q1
Decreased
5,605
-0.9%
$536,6540.0%$92.81
0
2024-Q4
Decreased
5,654
-16.0%
$526,1650.0%$90.06
0
2024-Q3
Decreased
6,728
-5.8%
$685,3500.0%$97.90
0

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

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