Integrated Wealth Concepts »

iShares Morningstar Small Value shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $92k 1.2k 78.36

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Morgan Stanley
Vaughan And Company Securities
Colony
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Matrix Trust
Steele Capital Management
UBS Group
Envestnet Asset Management
Granville Capital
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth

View all funds holding iShares Morningstar Small Value