IWC
Integrated Wealth Concepts’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
54,660
-2,638
| -5% | -$132K | 0.03% | 521 |
|
|
2025
Q1 | $2.93M | Sell |
57,298
-1,654
| -3% | -$84.7K | 0.03% | 472 |
|
|
2024
Q4 | $3.06M | Sell |
58,952
-3,567
| -6% | -$185K | 0.04% | 429 |
|
|
2024
Q3 | $3.32M | Sell |
62,519
-204
| -0.3% | -$10.8K | 0.04% | 393 |
|
|
2024
Q2 | $3.24M | Sell |
62,723
-796
| -1% | -$41.1K | 0.04% | 368 |
|
|
2024
Q1 | $3.32M | Sell |
63,519
-2,052
| -3% | -$107K | 0.05% | 361 |
|
|
2023
Q4 | $3.39M | Sell |
65,571
-83,042
| -56% | -$4.29M | 0.06% | 320 |
|
|
2023
Q3 | $7.29M | Buy |
148,613
+3,788
| +3% | +$186K | 0.13% | 173 |
|
|
2023
Q2 | $7.44M | Sell |
144,825
-8,477
| -6% | -$435K | 0.13% | 171 |
|
|
2023
Q1 | $7.93M | Buy |
153,302
+24,380
| +19% | +$1.26M | 0.16% | 134 |
|
|
2022
Q4 | $6.52M | Sell |
128,922
-13,773
| -10% | -$696K | 0.18% | 123 |
|
|
2022
Q3 | $7.13M | Buy |
142,695
+6,959
| +5% | +$347K | 0.23% | 93 |
|
|
2022
Q2 | $7.31M | Sell |
135,736
-4,406
| -3% | -$237K | 0.23% | 97 |
|
|
2022
Q1 | $8.04M | Buy |
140,142
+1,095
| +0.8% | +$62.9K | 0.25% | 88 |
|
|
2021
Q4 | $8.68M | Sell |
139,047
-413,760
| -75% | -$25.8M | 0.26% | 78 |
|
|
2021
Q3 | $34.5M | Buy |
552,807
+70,656
| +15% | +$4.41M | 1.12% | 20 |
|
|
2021
Q2 | $30.7M | Buy |
482,151
+17,563
| +4% | +$1.12M | 1.09% | 22 |
|
|
2021
Q1 | $28.9M | Buy |
464,588
+27,646
| +6% | +$1.72M | 1.19% | 19 |
|
|
2020
Q4 | $26.9M | Buy |
436,942
+433,577
| +12,885% | +$26.7M | 1.27% | 18 |
|
|
2020
Q3 | $201K | Sell |
3,365
-164,752
| -98% | -$9.84M | 0.01% | 542 |
|
|
2020
Q2 | $9.97M | Buy |
+168,117
| New | +$9.97M | 0.72% | 38 |
|