IWC
OR icon

Integrated Wealth Concepts’s OR Royalties Inc OR Stock Holding History

Integrated Wealth Concepts’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$427K Buy
+11,224
New +$461K ﹤0.01% 1638
2025
Q4 		– Sell
-11,550
Closed -$463K – 1921
2025
Q3 		$463K Hold
11,550
– – ﹤0.01% 1390
2025
Q2 		$297K Sell
11,550
-850
-7% -$20.5K ﹤0.01% 1551
2025
Q1 		$262K Hold
12,400
– – ﹤0.01% 1479
2024
Q4 		$224K Hold
12,400
– – ﹤0.01% 1545
2024
Q3 		$230K Sell
12,400
-50
-0.4% -$865 ﹤0.01% 1498
2024
Q2 		$194K Hold
12,450
– – ﹤0.01% 1532
2024
Q1 		$204K Hold
12,450
– – ﹤0.01% 1512
2023
Q4 		$178K Hold
12,450
– – ﹤0.01% 1480
2023
Q3 		$146K Sell
12,450
-100
-0.8% -$1.36K ﹤0.01% 1455
2023
Q2 		$193K Hold
12,550
– – ﹤0.01% 1435
2023
Q1 		$199K Buy
+12,550
New +$169K ﹤0.01% 1225

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