ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,308 Value ($000) $878 Avg Close — Range —
Q3 2025
Shares 15,839 Value ($000) $1,822 Avg Close — Range —
Q2 2025
Shares 27,814 Value ($000) $3,046 Avg Close — Range —
Q1 2025
Shares 15,109 Value ($000) $1,345 Avg Close — Range —
Q4 2024
Shares 27,326 Value ($000) $2,736 Avg Close — Range —
Q3 2024
Shares 7,159 Value ($000) $640 Avg Close — Range —
Q2 2024
Shares 6,312 Value ($000) $549 Avg Close — Range —
Q1 2024
Shares 17,787 Value ($000) $1,517 Avg Close — Range —
Q4 2023
Shares 2,625 Value ($000) $1,065 Avg Close — Range —
Q3 2023
Shares 3,235 Value ($000) $1,104 Avg Close — Range —
Q2 2023
Shares 3,189 Value ($000) $1,103 Avg Close — Range —
Q4 2022
Shares 1,637 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 3,236 Value ($000) $1,292 Avg Close — Range —
Q4 2020
Shares 3,047 Value ($000) $1,079 Avg Close — Range —
Q3 2020
Shares 1,519 Value ($000) $473 Avg Close — Range —
Q2 2020
Shares 1,657 Value ($000) $471 Avg Close — Range —
Q1 2020
Shares 4,150 Value ($000) $873 Avg Close — Range —
Q4 2019
Shares 1,538 Value ($000) $358 Avg Close — Range —