IWC
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Integrated Wealth Concepts’s BlackRock Total Return ETF BRTR Stock Holding History

Integrated Wealth Concepts’s Portfolio BRTR Stock Details BRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.95M Sell
97,946
-1,331
-1% -$67.3K 0.05% 334
2025
Q1 		$5M Buy
+99,277
New +$5M 0.06% 314