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USMCUSMC
5 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in PRINCIPAL U.S. MEGA-CAP ETF

Integrated Wealth Concepts LLC holds 472,316 shares of USMC (PRINCIPAL U.S. MEGA-CAP ETF), worth $35M as of 2026-Q2. The position was increased (+82.8% shares). USMC represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$35M

Current Shares

472,316

Total Value Change

+$31.5M

Total Shares Change

+416,105

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
472,316
+82.8%
$35M0.2%$73.99
53
2026-Q1
Increased
258,390
+6.9%
$16.6M0.1%$66.80
36
2025-Q4
Increased
241,652
+55.3%
$16.5M0.2%$68.89
48
2025-Q3
Increased
155,596
+176.8%
$10.6M0.1%$67.50
45
2025-Q2
New
56,211
-
$3.5M0.0%$61.78
37

Other major holders of USMC: PRINCIPAL FINANCIAL GROUP INC

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