IWC
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Integrated Wealth Concepts’s Investar Holding Corp ISTR Stock Holding History

Integrated Wealth Concepts’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.96K Buy
+199
New +$5.68K ﹤0.01% 4878

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Investar Holding Corp (ISTR) in Q2 2026: 199 shares worth $5.96K. The stake represents ﹤0.01% of the portfolio and ranks #4878 among its holdings.

123 funds tracked by Wall St. Rank hold ISTR as of Q2 2026.

  • Integrated Wealth Concepts held 199 shares of Investar Holding Corp worth $5.96K as of Q2 2026.
  • Investar Holding Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • Investar Holding Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4878 holding.
  • 123 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2026.

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