Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 426,378 shares of USMV (ISHARES TR), worth $39.5M as of 2026-Q1. The position was increased (+50.9% shares). USMV represents 0.3% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$39.5M
Current Shares
426,378
Total Value Change
-$10M
Total Shares Change
-164,285
Other major holders of USMV: ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY
Increased |
| 426,378 |
+50.9% |
| $39.5M |
| 0.3% |
| $97.21 |
48 |
| 2025-Q4 | Decreased | 282,483 | -16.4% | $26.6M | 0.3% | $94.95 | 0 |
| 2025-Q3 | Decreased | 338,098 | -1.8% | $32.2M | 0.3% | $94.33 | 0 |
| 2025-Q2 | Decreased | 344,233 | -3.0% | $32.3M | 0.3% | $92.27 | 0 |
| 2025-Q1 | Decreased | 354,835 | -5.1% | $33.2M | 0.4% | $91.68 | 0 |
| 2024-Q4 | Decreased | 373,870 | -41.1% | $33.2M | 0.4% | $87.40 | 0 |
| 2024-Q3 | Increased | 634,509 | +7.4% | $57.9M | 0.7% | $89.30 | 45 |
| 2024-Q2 | Decreased | 590,663 | -32.0% | $49.6M | 0.7% | $81.96 | 0 |