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

Integrated Wealth Concepts LLC holds 5,446 shares of SDG (ISHARES TR), worth $487,089 as of 2026-Q2. The position was increased (+92.2% shares). SDG represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$487,089

Current Shares

5,446

Total Value Change

+$196,564

Total Shares Change

+2,020

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,446
+92.2%
$487,0890.0%$89.43
38
2026-Q1
Decreased
2,833
-10.0%
$237,8800.0%$83.65
0
2025-Q4
Increased
3,147
+3.4%
$265,0710.0%$84.72
24
2025-Q3
Increased
3,044
+1.6%
$253,3010.0%$81.69
23
2025-Q2
Decreased
2,996
-6.2%
$227,2900.0%$74.51
0
2025-Q1
Decreased
3,195
-1.0%
$231,3120.0%$71.33
0
2024-Q4
Decreased
3,227
-5.8%
$230,9390.0%$70.42
0
2024-Q3
Decreased
3,426
-10.3%
$290,5250.0%$82.65
0

Other major holders of SDG: JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC

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