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LDRILDRI
5 quarters

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

Integrated Wealth Concepts LLC holds 15,377 shares of LDRI (ISHARES TR), worth $393,292 as of 2026-Q2. The position was increased (+15.0% shares). LDRI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$393,292

Current Shares

15,377

Total Value Change

+$61,484

Total Shares Change

+2,441

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15,377
+15.0%
$393,2920.0%$24.95
27
2026-Q1
New
13,370
-
$340,3800.0%$25.41
33
2025-Q4
Exited
0
-100.0%
$00.0%$25.16
0
2025-Q3
Increased
13,074
+1.1%
$335,6820.0%$25.11
24
2025-Q2
New
12,936
-
$331,8080.0%$24.76
33

Other major holders of LDRI: HighTower Advisors, LLC, DAVENPORT & Co LLC

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