IWC
CALI

Integrated Wealth Concepts’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Integrated Wealth Concepts’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$793K Sell
15,712
-5,729
-27% -$289K 0.01% 1044
2025
Q1 		$1.08M Buy
21,441
+2,599
+14% +$131K 0.01% 795
2024
Q4 		$945K Buy
18,842
+13,885
+280% +$696K 0.01% 842
2024
Q3 		$250K Buy
+4,957
New +$250K ﹤0.01% 1453