IWC
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Integrated Wealth Concepts’s iShares Russell 2500 ETF SMMD Stock Holding History

Integrated Wealth Concepts’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,188
Closed -$278K – 1043
2021
Q4 		$278K Buy
+4,188
New +$279K 0.01% 809

Other funds holding SMMD

HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Integrated Wealth Concepts's SMMD Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of iShares Russell 2500 ETF (SMMD) in Q1 2022, closing a stake of 4,188 shares — an estimated $278K sold.

Integrated Wealth Concepts first reported a position in SMMD in Q4 2021 and held it in 1 quarter. The position peaked at $278K in Q4 2021. 97 funds tracked by Wall St. Rank hold SMMD as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining iShares Russell 2500 ETF position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,188 iShares Russell 2500 ETF shares in Q1 2022, an estimated $278K.
  • Integrated Wealth Concepts first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 1 quarter.
  • Integrated Wealth Concepts's iShares Russell 2500 ETF position peaked at $278K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.