IWC
STEM icon

Integrated Wealth Concepts’s Stem STEM Stock Holding History

Integrated Wealth Concepts’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,313
Closed -$16.2K – 1998
2025
Q1 		$16.2K Buy
2,313
+190
+9% +$2.2K ﹤0.01% 1723
2024
Q4 		$25.6K Buy
2,123
+91
+4% +$783 ﹤0.01% 1703
2024
Q3 		$14.2K Sell
2,032
-290
-12% -$4.56K ﹤0.01% 1664
2024
Q2 		$51.6K Sell
2,322
-275
-11% -$8.06K ﹤0.01% 1612
2024
Q1 		$114K Buy
2,597
+1,271
+96% +$70.7K ﹤0.01% 1574
2023
Q4 		$103K Sell
1,326
-146
-10% -$10.1K ﹤0.01% 1519
2023
Q3 		$125K Sell
1,472
-1
-0.1% -$114 ﹤0.01% 1470
2023
Q2 		$169K Buy
1,473
+771
+110% +$76.5K ﹤0.01% 1448
2023
Q1 		$80K Buy
+702
New +$119K ﹤0.01% 1288

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Wealth Concepts's STEM Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Stem (STEM) in Q2 2025, closing a stake of 2,313 shares — an estimated $16.2K sold.

Integrated Wealth Concepts first reported a position in STEM in Q1 2023 and held it in 9 quarters. The position peaked at $169K in Q2 2023. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,313 Stem shares in Q2 2025, an estimated $16.2K.
  • Integrated Wealth Concepts first reported a position in Stem in Q1 2023 and held it in 9 quarters.
  • Integrated Wealth Concepts's Stem position peaked at $169K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.