IWC
Integrated Wealth Concepts’s Main Sector Rotation ETF SECT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Sell |
655,583
-273,529
| -29% | -$15.9M | 0.38% | 49 |
|
|
2025
Q1 | $47.4M | Sell |
929,112
-36,349
| -4% | -$1.86M | 0.55% | 33 |
|
|
2024
Q4 | $53.1M | Sell |
965,461
-19,402
| -2% | -$1.07M | 0.62% | 28 |
|
|
2024
Q3 | $53M | Sell |
984,863
-29,683
| -3% | -$1.6M | 0.65% | 26 |
|
|
2024
Q2 | $51.8M | Sell |
1,014,546
-67,333
| -6% | -$3.44M | 0.71% | 19 |
|
|
2024
Q1 | $54.5M | Sell |
1,081,879
-63,495
| -6% | -$3.2M | 0.79% | 18 |
|
|
2023
Q4 | $53.3M | Buy |
+1,145,374
| New | +$53.3M | 0.87% | 17 |
|