Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 113,615 shares of VLUE (ISHARES TR), worth $16.2M as of 2026-Q1. The position was increased (+72.9% shares). VLUE represents 0.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$16.2M
Current Shares
113,615
Total Value Change
-$10.4M
Total Shares Change
-143,390
Other major holders of VLUE: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Increased |
| 113,615 |
+72.9% |
| $16.2M |
| 0.1% |
| $147.10 |
51 |
| 2025-Q4 | Decreased | 65,715 | -40.5% | $9M | 0.1% | $137.97 | 0 |
| 2025-Q3 | Decreased | 110,354 | -1.4% | $13.8M | 0.1% | $124.11 | 0 |
| 2025-Q2 | Decreased | 111,881 | -3.2% | $12.7M | 0.1% | $111.32 | 0 |
| 2025-Q1 | Decreased | 115,581 | -21.5% | $12.3M | 0.1% | $103.93 | 0 |
| 2024-Q4 | Decreased | 147,314 | -45.6% | $15.6M | 0.2% | $102.75 | 0 |
| 2024-Q3 | Increased | 270,951 | +5.4% | $29.5M | 0.4% | $105.72 | 36 |
| 2024-Q2 | Decreased | 257,005 | -37.7% | $26.6M | 0.4% | $99.49 | 0 |