IFWM
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Institute for Wealth Management’s RBC Bearings RBC Stock Holding History

Institute for Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$315K Hold
818
– – 0.04% 423
2025
Q1 		$263K Hold
818
– – 0.03% 446
2024
Q4 		$245K Hold
818
– – 0.03% 446
2024
Q3 		$245K Hold
818
– – 0.03% 470
2024
Q2 		$221K Buy
+818
New +$221K 0.03% 452