IWC
X

Integrated Wealth Concepts’s US Steel X Stock Holding History

Integrated Wealth Concepts’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,077
Closed -$257K – 2014
2025
Q1 		$257K Buy
+6,077
New +$230K ﹤0.01% 1492
2024
Q1 		– Sell
-6,175
Closed -$300K – 1709
2023
Q4 		$300K Sell
6,175
-44,486
-88% -$1.62M ﹤0.01% 1266
2023
Q3 		$1.65M Sell
50,661
-3,459
-6% -$97K 0.03% 517
2023
Q2 		$1.35M Buy
54,120
+3,355
+7% +$78.1K 0.02% 581
2023
Q1 		$1.32M Sell
50,765
-15,786
-24% -$439K 0.03% 522
2022
Q4 		$1.67M Buy
66,551
+52,853
+386% +$1.22M 0.05% 359
2022
Q3 		$248K Buy
+13,698
New +$293K 0.01% 802

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of US Steel (X) in Q2 2025, closing a stake of 6,077 shares — an estimated $257K sold.

Integrated Wealth Concepts first reported a position in X in Q3 2022 and held it in 7 quarters. The position peaked at $1.67M in Q4 2022. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,077 US Steel shares in Q2 2025, an estimated $257K.
  • Integrated Wealth Concepts first reported a position in US Steel in Q3 2022 and held it in 7 quarters.
  • Integrated Wealth Concepts's US Steel position peaked at $1.67M in Q4 2022.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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