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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES EDGE MSCI MIN VOL US

Integrated Wealth Concepts LLC holds 586,705 shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $56.6M as of 2026-Q2. The position was increased (+37.6% shares). USMV represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$56.6M

Current Shares

586,705

Total Value Change

-$1.3M

Total Shares Change

-47,804

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
586,705
+37.6%
$56.6M0.3%$96.46
46
2026-Q1
Increased
426,378
+50.9%
$39.5M0.3%$97.21
48
2025-Q4
Decreased
282,483
-16.4%
$26.6M0.3%$94.95
0
2025-Q3
Decreased
338,098
-1.8%
$32.2M0.3%$94.33
0
2025-Q2
Decreased
344,233
-3.0%
$32.3M0.3%$92.27
0
2025-Q1
Decreased
354,835
-5.1%
$33.2M0.4%$91.68
0
2024-Q4
Decreased
373,870
-41.1%
$33.2M0.4%$87.40
0
2024-Q3
Increased
634,509
+7.4%
$57.9M0.7%$89.30
45

Other major holders of USMV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

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