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Integrated Wealth Concepts’s Cleveland-Cliffs CLF Stock Holding History

Integrated Wealth Concepts’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$647K Buy
+76,561
New +$876K 0.01% 1392
2025
Q4 		– Sell
-13,918
Closed -$170K – 1690
2025
Q3 		$170K Sell
13,918
-16,622
-54% -$175K ﹤0.01% 1878
2025
Q2 		$232K Sell
30,540
-15,102
-33% -$112K ﹤0.01% 1687
2025
Q1 		$375K Sell
45,642
-10,206
-18% -$104K ﹤0.01% 1284
2024
Q4 		$525K Sell
55,848
-634
-1% -$7.64K 0.01% 1099
2024
Q3 		$721K Sell
56,482
-534
-0.9% -$7.25K 0.01% 934
2024
Q2 		$877K Buy
57,016
+145
+0.3% +$2.6K 0.01% 817
2024
Q1 		$1.29M Sell
56,871
-3,999
-7% -$79.3K 0.02% 660
2023
Q4 		$1.24M Sell
60,870
-5,742
-9% -$98.3K 0.02% 639
2023
Q3 		$1.04M Buy
66,612
+3,186
+5% +$49.7K 0.02% 678
2023
Q2 		$1.06M Sell
63,426
-2,195
-3% -$34.8K 0.02% 655
2023
Q1 		$1.2M Buy
+65,621
New +$1.3M 0.02% 552

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Cleveland-Cliffs (CLF) in Q1 2026: 76,561 shares worth $647K. The stake represents 0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CLF as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CLF in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q1 2024. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • Integrated Wealth Concepts held 76,561 shares of Cleveland-Cliffs worth $647K as of Q1 2026.
  • Cleveland-Cliffs was a new Integrated Wealth Concepts position in Q1 2026.
  • Cleveland-Cliffs made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1392 holding.
  • Integrated Wealth Concepts first reported a position in Cleveland-Cliffs in Q1 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Cleveland-Cliffs position peaked at $1.29M in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

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