IWC
AA icon

Integrated Wealth Concepts’s Alcoa AA Stock Holding History

Integrated Wealth Concepts’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.88M Buy
88,718
+3,489
+4% +$214K 0.05% 374
2025
Q4 		$4.53M Sell
85,229
-47,861
-36% -$1.96M 0.05% 313
2025
Q3 		$4.38M Buy
133,090
+99,475
+296% +$3.09M 0.04% 414
2025
Q2 		$992K Buy
33,615
+16,929
+101% +$457K 0.01% 919
2025
Q1 		$509K Sell
16,686
-1,858
-10% -$65.1K 0.01% 1129
2024
Q4 		$701K Buy
18,544
+2,234
+14% +$92.8K 0.01% 976
2024
Q3 		$629K Sell
16,310
-595
-4% -$20.3K 0.01% 990
2024
Q2 		$672K Sell
16,905
-1,619
-9% -$62.6K 0.01% 926
2024
Q1 		$626K Sell
18,524
-7,491
-29% -$219K 0.01% 949
2023
Q4 		$885K Sell
26,015
-5,545
-18% -$150K 0.01% 776
2023
Q3 		$917K Buy
31,560
+8,970
+40% +$281K 0.02% 729
2023
Q2 		$766K Buy
22,590
+2,463
+12% +$89.5K 0.01% 793
2023
Q1 		$857K Buy
+20,127
New +$970K 0.02% 673

Other funds holding AA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return