IWM
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IHT Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

IHT Wealth Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$349K Buy
62,892
+4,304
+7% +$25.7K 0.01% 957
2025
Q4 		$368K Buy
58,588
+2,993
+5% +$18.6K 0.01% 888
2025
Q3 		$352K Sell
55,595
-1,501
-3% -$9.91K 0.01% 866
2025
Q2 		$389K Sell
57,096
-1,086
-2% -$7.07K 0.01% 791
2025
Q1 		$381K Buy
58,182
+20,822
+56% +$144K 0.01% 764
2024
Q4 		$260K Buy
37,360
+5,500
+17% +$39.5K 0.01% 912
2024
Q3 		$226K Buy
31,860
+807
+3% +$5.53K 0.01% 1038
2024
Q2 		$211K Buy
31,053
+795
+3% +$5.41K 0.01% 941
2024
Q1 		$216K Buy
30,258
+1,441
+5% +$9.64K 0.01% 915
2023
Q4 		$184K Buy
28,817
+5,675
+25% +$34.5K 0.01% 918
2023
Q3 		$137K Buy
23,142
+2,818
+14% +$17.9K 0.01% 907
2023
Q2 		$131K Buy
20,324
+9,603
+90% +$58.7K 0.01% 916
2023
Q1 		$66.5K Buy
+10,721
New +$65.9K ﹤0.01% 920

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KIM
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AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return