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

Integrated Wealth Concepts LLC holds 681,028 shares of LRGF (ISHARES TR), worth $51.5M as of 2026-Q2. The position was increased (+0.7% shares). LRGF represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$51.5M

Current Shares

681,028

Total Value Change

+$8.5M

Total Shares Change

-50,104

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
681,028
+0.7%
$51.5M0.3%$75.43
35
2026-Q1
Increased
676,047
+217.5%
$44.6M0.4%$65.66
56
2025-Q4
Decreased
212,954
-80.0%
$14.8M0.2%$68.89
0
2025-Q3
Decreased
1.1M
-4.2%
$73.7M0.7%$68.29
0
2025-Q2
Decreased
1.1M
-0.0%
$71.4M0.7%$63.22
0
2025-Q1
Increased
1.1M
+0.5%
$64.4M0.8%$56.89
42
2024-Q4
Increased
1.1M
+51.5%
$66.8M0.8%$59.14
58
2024-Q3
Increased
731,132
+19.3%
$43M0.5%$57.41
49

Other major holders of LRGF: WELLS FARGO & COMPANY/MN

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