Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 161,287 shares of MTUM (ISHARES TR), worth $38.7M as of 2026-Q1. The position was increased (+31.6% shares). MTUM represents 0.3% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$38.7M
Current Shares
161,287
Total Value Change
+$7.1M
Total Shares Change
-874
Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV
Increased |
| 161,287 |
+31.6% |
| $38.7M |
| 0.3% |
| $247.01 |
44 |
| 2025-Q4 | Decreased | 122,528 | -10.4% | $30.7M | 0.4% | $252.79 | 0 |
| 2025-Q3 | Increased | 136,725 | +0.6% | $35.1M | 0.3% | $254.95 | 35 |
| 2025-Q2 | Increased | 135,967 | +2.8% | $32.7M | 0.3% | $236.51 | 35 |
| 2025-Q1 | Increased | 132,283 | +14.7% | $26.7M | 0.3% | $199.43 | 39 |
| 2024-Q4 | Decreased | 115,322 | -37.1% | $23.9M | 0.3% | $205.88 | 0 |
| 2024-Q3 | Increased | 183,461 | +13.1% | $37.2M | 0.5% | $199.30 | 39 |
| 2024-Q2 | Decreased | 162,161 | -10.7% | $31.6M | 0.4% | $191.90 | 0 |