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Integrated Wealth Concepts’s Itron ITRI Stock Holding History

Integrated Wealth Concepts’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36K Buy
+416
New +$35.5K ﹤0.01% 3624

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Itron (ITRI) in Q2 2026: 416 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #3624 among its holdings.

412 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Integrated Wealth Concepts held 416 shares of Itron worth $36K as of Q2 2026.
  • Itron was a new Integrated Wealth Concepts position in Q2 2026.
  • Itron made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3624 holding.
  • 412 funds tracked by Wall St. Rank held Itron as of Q2 2026.

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