IWC
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Integrated Wealth Concepts’s Hecla Mining HL Stock Holding History

Integrated Wealth Concepts’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$498K Buy
+26,750
New +$602K ﹤0.01% 1548
2025
Q3 		– Sell
-13,085
Closed -$78.4K – 2026
2025
Q2 		$78.4K Buy
+13,085
New +$72.2K ﹤0.01% 1847

Other funds holding HL

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Hecla Mining (HL) in Q1 2026: 26,750 shares worth $498K. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in HL as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in HL in Q2 2025 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold HL as of Q1 2026.

  • Integrated Wealth Concepts held 26,750 shares of Hecla Mining worth $498K as of Q1 2026.
  • Hecla Mining was a new Integrated Wealth Concepts position in Q1 2026.
  • Hecla Mining made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1548 holding.
  • Integrated Wealth Concepts first reported a position in Hecla Mining in Q2 2025 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2026.

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