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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES US EQUITY FACTOR ETF

Integrated Wealth Concepts LLC holds 878,367 shares of LRGF (ISHARES US EQUITY FACTOR ETF), worth $66.4M as of 2026-Q2. The position was increased (+29.9% shares). LRGF represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$66.4M

Current Shares

878,367

Total Value Change

+$23.5M

Total Shares Change

+147,235

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
878,367
+29.9%
$66.4M0.3%$75.63
45
2026-Q1
Increased
676,047
+217.5%
$44.6M0.4%$68.70
56
2025-Q4
Decreased
212,954
-80.0%
$14.8M0.2%$69.95
0
2025-Q3
Decreased
1.1M
-4.2%
$73.7M0.7%$68.67
0
2025-Q2
Decreased
1.1M
-0.0%
$71.4M0.7%$63.27
0
2025-Q1
Increased
1.1M
+0.5%
$64.4M0.8%$56.98
42
2024-Q4
Increased
1.1M
+51.5%
$66.8M0.8%$59.86
58
2024-Q3
Increased
731,132
+19.3%
$43M0.5%$57.67
49

Other major holders of LRGF: WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

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