IWC
SMB icon

Integrated Wealth Concepts’s VanEck Short Muni ETF SMB Stock Holding History

Integrated Wealth Concepts’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
65,073
+20,994
+48% +$363K 0.01% 1273
2026
Q1 		$763K Buy
44,079
+26,040
+144% +$453K 0.01% 1272
2025
Q4 		$314K Sell
18,039
-31,657
-64% -$550K ﹤0.01% 1295
2025
Q3 		$866K Sell
49,696
-87,231
-64% -$1.51M 0.01% 1060
2025
Q2 		$2.36M Buy
136,927
+20,442
+18% +$349K 0.02% 567
2025
Q1 		$2M Sell
116,485
-66,039
-36% -$1.13M 0.02% 577
2024
Q4 		$3.12M Buy
182,524
+112,903
+162% +$1.94M 0.04% 422
2024
Q3 		$1.2M Sell
69,621
-35,229
-34% -$605K 0.01% 729
2024
Q2 		$1.78M Buy
104,850
+2,558
+3% +$43.4K 0.02% 546
2024
Q1 		$1.74M Buy
102,292
+6,266
+7% +$107K 0.03% 567
2023
Q4 		$1.64M Sell
96,026
-41,973
-30% -$708K 0.03% 550
2023
Q3 		$2.3M Buy
137,999
+961
+0.7% +$16.1K 0.04% 407
2023
Q2 		$2.31M Buy
137,038
+15,914
+13% +$268K 0.04% 408
2023
Q1 		$2.06M Buy
121,124
+6,575
+6% +$111K 0.04% 396
2022
Q4 		$1.93M Sell
114,549
-40,610
-26% -$679K 0.05% 328
2022
Q3 		$2.58M Sell
155,159
-47,690
-24% -$809K 0.08% 227
2022
Q2 		$3.47M Buy
202,849
+150,190
+285% +$2.54M 0.11% 182
2022
Q1 		$901K Sell
52,659
-2,808
-5% -$49.1K 0.03% 420
2021
Q4 		$993K Buy
55,467
+372
+0.7% +$6.67K 0.03% 422
2021
Q3 		$992K Sell
55,095
-7,434
-12% -$134K 0.03% 384
2021
Q2 		$1.13M Buy
62,529
+9,602
+18% +$173K 0.04% 329
2021
Q1 		$954K Buy
52,927
+5,114
+11% +$92.5K 0.04% 303
2020
Q4 		$866K Buy
+47,813
New +$864K 0.04% 278

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Concepts's SMB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its VanEck Short Muni ETF (SMB) stake by 48% in Q2 2026, buying an estimated $363K and bringing the position to 65,073 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1273.

Integrated Wealth Concepts first reported a position in SMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.47M in Q2 2022. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Integrated Wealth Concepts held 65,073 shares of VanEck Short Muni ETF worth $1.13M as of Q2 2026.
  • Integrated Wealth Concepts bought 20,994 VanEck Short Muni ETF shares in Q2 2026, an estimated $363K.
  • VanEck Short Muni ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1273 holding.
  • Integrated Wealth Concepts first reported a position in VanEck Short Muni ETF in Q4 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's VanEck Short Muni ETF position peaked at $3.47M in Q2 2022.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.