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5 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in CONGRESS SMID GROWTH ETF

Integrated Wealth Concepts LLC holds 194,293 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $7.1M as of 2026-Q2. The position was increased (+37.1% shares). CSMD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.1M

Current Shares

194,293

Total Value Change

+$4.1M

Total Shares Change

+98,039

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
194,293
+37.1%
$7.1M0.0%$36.49
36
2026-Q1
Increased
141,706
+15.7%
$4.4M0.0%$33.15
31
2025-Q4
Increased
122,535
+8.8%
$3.9M0.0%$32.00
29
2025-Q3
Increased
112,625
+17.0%
$3.8M0.0%$33.18
31
2025-Q2
New
96,254
-
$3M0.0%$31.18
36

Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC

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