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LDEMLDEM
11 quarters

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

Integrated Wealth Concepts LLC holds 834 shares of LDEM (ISHARES TR), worth $50,307 as of 2026-Q2. This is a new position. LDEM represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$50,307

Current Shares

834

Total Value Change

-$157,693

Total Shares Change

-2,776

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
834
-
$50,3070.0%$60.32
28
2024-Q1
Exited
0
-100.0%
$00.0%$41.30
0
2023-Q4
Decreased
5,642
-44.9%
$248,0790.0%$41.43
0
2023-Q3
Increased
10,235
+8.6%
$437,8360.0%$39.34
26
2023-Q2
Increased
9,426
+11.3%
$421,9080.0%$40.66
27
2023-Q1
Increased
8,467
+14.3%
$386,0000.0%$41.56
27
2022-Q4
Decreased
7,410
-28.7%
$316,0000.0%$38.90
0
2022-Q3
New
10,387
-
$423,0000.0%$35.91
33
2022-Q2
Exited
0
-100.0%
$00.0%$41.94
0
2022-Q1
Increased
5,177
+43.4%
$279,0000.0%$47.66
31
2021-Q4
New
3,610
-
$208,0000.0%$50.29
32

Other major holders of LDEM: JANE STREET GROUP, LLC, CITADEL ADVISORS LLC

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