Integrated Wealth Concepts LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1737109
WALTHAM, MA
All Filings in SMMV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $1,365,604 | 31,309 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMMV | $1,359,998 | 31,387 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMMV | $1,350,822 | 31,378 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMMV | $1,458,839 | 34,726 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMMV | $1,406,647 | 33,936 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SMMV | $1,404,540 | 33,877 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SMMV | $1,377,000 | 33,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SMMV | $1,275,936 | 34,212 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SMMV | $1,292,399 | 34,510 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SMMV | $1,236,265 | 34,639 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 SMMV | $1,136,192 | 34,378 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 SMMV | $1,216,391 | 35,484 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 SMMV | $1,251,913 | 36,099 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 SMMV | $1,231,310 | 35,587 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 SMMV | $1,110,404 | 34,798 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 SMMV | $1,192,722 | 35,008 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 SMMV | $1,301,448 | 35,004 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 SMMV | $1,478,383 | 37,820 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 SMMV | $1,415,899 | 38,185 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 SMMV | $1,429,923 | 37,590 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 SMMV | $1,413,013 | 38,345 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 SMMV | $1,363,530 | 40,234 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 SMMV | $1,261,661 | 43,178 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 SMMV | $1,335,279 | 46,060 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 SMMV | $1,365,045 | 52,786 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||