Integrated Wealth Concepts’s Tootsie Roll Industries TR Stock Holding History

Integrated Wealth Concepts’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Buy	+4,528	New	+$183K	﹤0.01%	2406

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Tootsie Roll Industries (TR) in Q2 2026: 4,528 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #2406 among its holdings.

231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

Integrated Wealth Concepts held 4,528 shares of Tootsie Roll Industries worth $179K as of Q2 2026.
Tootsie Roll Industries was a new Integrated Wealth Concepts position in Q2 2026.
Tootsie Roll Industries made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2406 holding.
231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

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