Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 676,047 shares of LRGF (ISHARES TR), worth $44.6M as of 2026-Q1. The position was increased (+217.5% shares). LRGF represents 0.4% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$44.6M
Current Shares
676,047
Total Value Change
+$10.5M
Total Shares Change
+63,160
Other major holders of LRGF: WELLS FARGO & COMPANY/MN
Increased |
| 676,047 |
+217.5% |
| $44.6M |
| 0.4% |
| $68.70 |
56 |
| 2025-Q4 | Decreased | 212,954 | -80.0% | $14.8M | 0.2% | $69.95 | 0 |
| 2025-Q3 | Decreased | 1.1M | -4.2% | $73.7M | 0.7% | $68.67 | 0 |
| 2025-Q2 | Decreased | 1.1M | -0.0% | $71.4M | 0.7% | $63.27 | 0 |
| 2025-Q1 | Increased | 1.1M | +0.5% | $64.4M | 0.8% | $56.98 | 42 |
| 2024-Q4 | Increased | 1.1M | +51.5% | $66.8M | 0.8% | $59.86 | 58 |
| 2024-Q3 | Increased | 731,132 | +19.3% | $43M | 0.5% | $57.67 | 49 |
| 2024-Q2 | Decreased | 612,887 | -48.2% | $34.1M | 0.5% | $54.62 | 0 |