IWC
SYZ

Integrated Wealth Concepts’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Integrated Wealth Concepts’s Portfolio SYZ Stock Details SYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Buy
+15,767
New +$457K ﹤0.01% 1789

Other funds holding SYZ

EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PF
PlanVest Financial Gaithersburg, Maryland $150M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Lazard US Systematic Small Cap Equity ETF (SYZ) in Q2 2026: 15,767 shares worth $488K. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings.

9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

  • Integrated Wealth Concepts held 15,767 shares of Lazard US Systematic Small Cap Equity ETF worth $488K as of Q2 2026.
  • Lazard US Systematic Small Cap Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Lazard US Systematic Small Cap Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1789 holding.
  • 9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

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