Back to IW Integrated Wealth Concepts LLC

USMCUSMC
5 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in PRINCIPAL EXCHANGE TRADED FD

Yes. Integrated Wealth Concepts holds 252,839 shares of USMC, worth $18.7M, as of its Q2 2026 13F filing. It reduced the position by 5,551 shares (-2.2%) from Q1 2026. Integrated Wealth Concepts has held USMC since Q2 2025, across 5 quarterly 13F filings. USMC is 0.1% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$18.7M

Current Shares

252,839

Total Value Change

+$15.2M

Total Shares Change

+196,628

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
252,839
-2.1%
$18.7M0.1%$73.86
0
2026-Q1
Increased
258,390
+6.9%
$16.6M0.1%$63.93
36
2025-Q4
Increased
241,652
+55.3%
$16.5M0.2%$68.05
48
2025-Q3
Increased
155,596
+176.8%
$10.6M0.1%$67.50
45
2025-Q2
New
56,211
-
$3.5M0.0%$61.82
37

Other major holders of USMC: PRINCIPAL FINANCIAL GROUP INC

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