IGEB — ISHARES INVESTMENT

Ownership history in Integrated Wealth Concepts LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ISHARES INVESTMENT (IGEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q2)
Avg. % of fund
0.03%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,001 -157,172 -94.0% 0.00% $460K $44.92
2025 Q2 ADDED 167,173 +33,013 +24.6% 0.08% $7.6M $43.79
2025 Q1 ADDED 134,160 +126,767 +1714.7% 0.07% $6.0M $42.84
2024 Q3 ADDED 7,393 +162 +2.2% 0.00% $344K $43.10
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% of Fund (quarterly)    IGEB price (monthly, adj. close)

Other funds also holding IGEB

As of 2025 Q4 — sorted by position size

Ameliora Wealth Management Ltd. 3Y 7.92% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 5.87% DORVAL Corp 4.5% Hoese & Co LLP 3Y 3.61% CPA Asset Management Group, LLC 3Y 2.4% Stratos Investment Management, LLC 3Y 2.09% McGlone Suttner Wealth Management, Inc. 3Y 1.8% Hennion & Walsh Asset Management, Inc. 3Y 1.4% Altus Wealth Management, LLC 3Y 1.32% Lunt Capital Management, Inc. 1.14%
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