Ishares Tr edge msci minm shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr edge msci minm
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr edge msci minm held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr edge msci minm by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 31k | 43.05 |
| 2025-06-30 | $1.5M | 35k | 42.01 |
| 2025-03-31 | $1.4M | 34k | 41.45 |
| 2024-12-31 | $1.4M | 34k | 41.46 |
| 2024-09-30 | $1.4M | 34k | 40.80 |
| 2024-06-30 | $1.3M | 34k | 37.29 |
| 2024-03-31 | $1.3M | 35k | 37.45 |
| 2023-09-30 | $1.1M | 34k | 33.05 |
| 2023-06-30 | $1.2M | 36k | 34.28 |
| 2023-03-31 | $1.3M | 36k | 34.68 |
| 2022-12-31 | $1.2M | 36k | 34.59 |
| 2022-09-30 | $1.1M | 35k | 31.90 |
| 2022-06-30 | $1.2M | 35k | 34.08 |
| 2022-03-31 | $1.3M | 35k | 37.17 |
| 2021-12-31 | $1.5M | 38k | 39.08 |
| 2021-09-30 | $1.4M | 38k | 37.08 |
| 2021-06-30 | $1.4M | 38k | 38.04 |
| 2021-03-31 | $1.4M | 38k | 36.85 |
| 2020-12-31 | $1.4M | 40k | 33.90 |
| 2020-09-30 | $1.3M | 43k | 29.23 |
| 2020-06-30 | $1.3M | 46k | 28.98 |
| 2020-03-31 | $1.4M | 53k | 25.86 |
| 2019-12-31 | $1.5M | 43k | 35.47 |
| 2019-09-30 | $663k | 19k | 34.32 |
| 2019-06-30 | $672k | 16k | 41.20 |
| 2019-03-31 | $366k | 11k | 32.23 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts