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SMBSMB
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Position history for IWIntegrated Wealth Concepts LLC's holdings in VANECK ETF TRUST

Integrated Wealth Concepts LLC holds 65,073 shares of SMB (VANECK ETF TRUST), worth $1.1M as of 2026-Q2. The position was increased (+47.6% shares). SMB represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.1M

Current Shares

65,073

Total Value Change

-$74,736

Total Shares Change

-4,548

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,073
+47.6%
$1.1M0.0%$17.26
35
2026-Q1
Increased
44,079
+144.3%
$762,5600.0%$17.09
40
2025-Q4
Decreased
18,039
-63.7%
$314,0590.0%$17.12
0
2025-Q3
Decreased
49,696
-63.7%
$865,7040.0%$16.98
0
2025-Q2
Increased
136,927
+17.6%
$2.4M0.0%$16.71
30
2025-Q1
Decreased
116,485
-36.2%
$2M0.0%$16.48
0
2024-Q4
Increased
182,524
+162.2%
$3.1M0.0%$16.37
43
2024-Q3
Decreased
69,621
-33.6%
$1.2M0.0%$16.42
0

Other major holders of SMB: BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, Allworth Financial LP

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