ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 16,483 Value ($000) $7,801 Avg Close — Range —
Q3 2025
Shares 27,345 Value ($000) $12,808 Avg Close — Range —
Q2 2025
Shares 28,610 Value ($000) $12,147 Avg Close — Range —
Q1 2025
Shares 29,161 Value ($000) $10,530 Avg Close — Range —
Q4 2024
Shares 31,593 Value ($000) $12,687 Avg Close — Range —
Q3 2024
Shares 27,662 Value ($000) $10,384 Avg Close — Range —
Q2 2024
Shares 27,761 Value ($000) $10,119 Avg Close — Range —
Q1 2024
Shares 25,926 Value ($000) $8,737 Avg Close — Range —
Q4 2023
Shares 24,559 Value ($000) $7,446 Avg Close — Range —
Q3 2023
Shares 26,405 Value ($000) $7,024 Avg Close — Range —
Q2 2023
Shares 25,299 Value ($000) $6,962 Avg Close — Range —
Q1 2023
Shares 19,710 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 16,050 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 41,523 Value ($000) $8,736 Avg Close — Range —
Q2 2022
Shares 29,948 Value ($000) $6,550 Avg Close — Range —
Q1 2022
Shares 7,505 Value ($000) $2,084 Avg Close — Range —
Q4 2021
Shares 7,322 Value ($000) $2,238 Avg Close — Range —
Q3 2021
Shares 10,450 Value ($000) $2,864 Avg Close — Range —
Q2 2021
Shares 9,520 Value ($000) $2,584 Avg Close — Range —
Q1 2021
Shares 9,025 Value ($000) $2,194 Avg Close — Range —
Q4 2020
Shares 8,806 Value ($000) $2,123 Avg Close — Range —
Q3 2020
Shares 7,937 Value ($000) $1,721 Avg Close — Range —
Q2 2020
Shares 7,595 Value ($000) $1,458 Avg Close — Range —
Q1 2020
Shares 5,590 Value ($000) $842 Avg Close — Range —
Q4 2019
Shares 6,840 Value ($000) $1,203 Avg Close — Range —
Q3 2019
Shares 7,843 Value ($000) $1,252 Avg Close — Range —
Q2 2019
Shares 7,144 Value ($000) $1,092 Avg Close — Range —
Q1 2019
Shares 6,839 Value ($000) $1,035 Avg Close — Range —
Q4 2018
Shares 9,267 Value ($000) $1,213 Avg Close — Range —
Q3 2018
Shares 4,824 Value ($000) $754 Avg Close — Range —
Q2 2018
Shares 4,128 Value ($000) $597 Avg Close — Range —
Q1 2018
Shares 3,705 Value ($000) $492 Avg Close — Range —
Q4 2017
Shares 3,638 Value ($000) $507 Avg Close — Range —