IWC
OWNS

Integrated Wealth Concepts’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Integrated Wealth Concepts’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
18,320
+4,123
+29% +$70.6K ﹤0.01% 1524
2025
Q1 		$243K Buy
+14,197
New +$243K ﹤0.01% 1521