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Integrated Wealth Concepts’s Smith-Midland SMID Stock Holding History

Integrated Wealth Concepts’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29 Buy
+1
New +$31 ﹤0.01% 5863

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Smith-Midland (SMID) in Q2 2026: 1 share worth $29. The stake represents ﹤0.01% of the portfolio and ranks #5863 among its holdings.

55 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • Integrated Wealth Concepts held 1 share of Smith-Midland worth $29 as of Q2 2026.
  • Smith-Midland was a new Integrated Wealth Concepts position in Q2 2026.
  • Smith-Midland made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5863 holding.
  • 55 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

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