IWC
ETHA

Integrated Wealth Concepts’s iShares Ethereum Trust ETF ETHA Stock Holding History

Integrated Wealth Concepts’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
332,526
+93,308
+39% +$1.45M 0.03% 573
2026
Q1 		$3.79M Buy
239,218
+229,833
+2,449% +$4.16M 0.03% 511
2025
Q4 		$211K Sell
9,385
-147,969
-94% -$3.87M ﹤0.01% 1501
2025
Q3 		$4.96M Buy
157,354
+145,725
+1,253% +$4.32M 0.04% 383
2025
Q2 		$222K Buy
+11,629
New +$193K ﹤0.01% 1711

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Integrated Wealth Concepts's ETHA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Ethereum Trust ETF (ETHA) stake by 39% in Q2 2026, buying an estimated $1.45M and bringing the position to 332,526 shares worth $3.95M. The position accounts for 0.03% of the portfolio, ranked #573.

Integrated Wealth Concepts first reported a position in ETHA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.96M in Q3 2025. 458 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Integrated Wealth Concepts held 332,526 shares of iShares Ethereum Trust ETF worth $3.95M as of Q2 2026.
  • Integrated Wealth Concepts bought 93,308 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $1.45M.
  • iShares Ethereum Trust ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #573 holding.
  • Integrated Wealth Concepts first reported a position in iShares Ethereum Trust ETF in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's iShares Ethereum Trust ETF position peaked at $4.96M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.