Ownership history in Integrated Wealth Concepts LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in iShares Short-Term California Muni Active ETF (CALI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 45,370 | +29,658 | +188.8% | 0.02% | $2.3M | $50.03 |
| 2025 Q2 | REDUCED | 15,712 | -5,729 | -26.7% | 0.01% | $793K | $49.51 |
| 2025 Q1 | ADDED | 21,441 | +2,599 | +13.8% | 0.01% | $1.1M | $49.08 |
| 2024 Q4 | ADDED | 18,842 | +13,885 | +280.1% | 0.01% | $945K | $48.68 |
| 2024 Q3 | INITIATED | 4,957 | — | — | 0.00% | $250K | $48.51 |
As of 2025 Q4 — sorted by position size