Back to MSIF

Independent Wealth Network Inc. → MSIF

Independent Wealth Network Inc. MSIF Position History

MSC Income Fund, Inc. • Financial Services

Quarters held
3
Latest value
$133K
Q3 2026
Peak value
$140K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$140K
Q2 2026$131K
Q3 2026$133K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$133K11.3K——
Q2 2026$131K11.3K——
Q1 2026$140K11.5K——

Other funds holding MSIF

Other Independent Wealth Network Inc. positions

CAT

CATERPILLAR INC

$28.2M
CAT

CATERPILLAR INC

$21.5M
CAT

CATERPILLAR INC

$18.5M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$15.3M
CAT

CATERPILLAR INC

$15M
STT-PG

SPDR SERIES TRUST

$13.3M