IWC
CHMI

Integrated Wealth Concepts’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Integrated Wealth Concepts’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$25.5K – 2287
2025
Q4 		$25.5K Sell
10,000
-2,661
-21% -$6.48K ﹤0.01% 1588
2025
Q3 		$30.3K Hold
12,661
– – ﹤0.01% 1962
2025
Q2 		$34.6K Buy
+12,661
New +$36.9K ﹤0.01% 1876

Other funds holding CHMI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's CHMI Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q1 2026, closing a stake of 10,000 shares — an estimated $25.5K sold.

Integrated Wealth Concepts first reported a position in CHMI in Q2 2025 and held it in 3 quarters. The position peaked at $34.6K in Q2 2025. 54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Cherry Hill Mortgage Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,000 Cherry Hill Mortgage Investment Corp shares in Q1 2026, an estimated $25.5K.
  • Integrated Wealth Concepts first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's Cherry Hill Mortgage Investment Corp position peaked at $34.6K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.