IWM
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IHT Wealth Management’s Stem STEM Stock Holding History

IHT Wealth Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-553
Closed -$3.87K – 1197
2025
Q1 		$3.87K Buy
553
+2
+0.4% +$23 ﹤0.01% 1083
2024
Q4 		$6.65K Sell
551
-9
-2% -$77 ﹤0.01% 1076
2024
Q3 		$3.9K Hold
560
– – ﹤0.01% 1140
2024
Q2 		$12.4K Sell
560
-22
-4% -$645 ﹤0.01% 1021
2024
Q1 		$25.5K Sell
582
-38
-6% -$2.11K ﹤0.01% 1004
2023
Q4 		$48.1K Sell
620
-58
-9% -$4K ﹤0.01% 956
2023
Q3 		$57.5K Hold
678
– – ﹤0.01% 938
2023
Q2 		$77.6K Sell
678
-5
-0.7% -$496 ﹤0.01% 939
2023
Q1 		$77.5K Sell
683
-57
-8% -$9.66K ﹤0.01% 912
2022
Q4 		$132K Sell
740
-225
-23% -$54.1K 0.01% 851
2022
Q3 		$258K Sell
965
-8
-0.8% -$2.05K 0.02% 678
2022
Q2 		$139K Buy
+973
New +$162K 0.01% 687
2022
Q1 		– Sell
-767
Closed -$291K – 845
2021
Q4 		$291K Buy
767
+91
+13% +$39.4K 0.02% 625
2021
Q3 		$323K Buy
+676
New +$356K 0.03% 570

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IHT Wealth Management's STEM Position: Q2 2025 in Review

IHT Wealth Management sold out of Stem (STEM) in Q2 2025, closing a stake of 553 shares — an estimated $3.87K sold.

IHT Wealth Management first reported a position in STEM in Q3 2021 and held it in 14 quarters. The position peaked at $323K in Q3 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • IHT Wealth Management reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 553 Stem shares in Q2 2025, an estimated $3.87K.
  • IHT Wealth Management first reported a position in Stem in Q3 2021 and held it in 14 quarters.
  • IHT Wealth Management's Stem position peaked at $323K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.