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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES MSCI USA MIN VOL FAC

Integrated Wealth Concepts LLC holds 427,816 shares of USMV (ISHARES MSCI USA MIN VOL FAC), worth $41.3M as of 2026-Q2. The position was increased (+0.3% shares). USMV represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$41.3M

Current Shares

427,816

Total Value Change

-$16.7M

Total Shares Change

-206,693

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
427,816
+0.3%
$41.3M0.3%$96.14
35
2026-Q1
Increased
426,378
+50.9%
$39.5M0.3%$92.15
48
2025-Q4
Decreased
282,483
-16.4%
$26.6M0.3%$93.18
0
2025-Q3
Decreased
338,098
-1.8%
$32.2M0.3%$93.76
0
2025-Q2
Decreased
344,233
-3.0%
$32.3M0.3%$92.15
0
2025-Q1
Decreased
354,835
-5.1%
$33.2M0.4%$91.62
0
2024-Q4
Decreased
373,870
-41.1%
$33.2M0.4%$86.55
0
2024-Q3
Increased
634,509
+7.4%
$57.9M0.7%$88.60
45

Other major holders of USMV: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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