ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 5,882 Value ($000) $1,900 Avg Close — Range —
Q3 2025
Shares 2,654 Value ($000) $849 Avg Close — Range —
Q2 2025
Shares 3,316 Value ($000) $948 Avg Close — Range —
Q1 2025
Shares 3,575 Value ($000) $913 Avg Close — Range —
Q4 2024
Shares 8,450 Value ($000) $2,432 Avg Close — Range —
Q3 2024
Shares 2,767 Value ($000) $786 Avg Close — Range —
Q2 2024
Shares 3,174 Value ($000) $833 Avg Close — Range —
Q1 2024
Shares 2,820 Value ($000) $764 Avg Close — Range —
Q4 2023
Shares 3,504 Value ($000) $884 Avg Close — Range —
Q3 2023
Shares 3,116 Value ($000) $698 Avg Close — Range —
Q2 2023
Shares 3,008 Value ($000) $730 Avg Close — Range —
Q1 2023
Shares 2,498 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 8,854 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 8,522 Value ($000) $1,761 Avg Close — Range —
Q2 2022
Shares 7,896 Value ($000) $1,629 Avg Close — Range —
Q1 2022
Shares 9,079 Value ($000) $2,322 Avg Close — Range —
Q4 2021
Shares 5,413 Value ($000) $1,586 Avg Close — Range —
Q3 2021
Shares 5,443 Value ($000) $1,598 Avg Close — Range —
Q2 2021
Shares 5,157 Value ($000) $1,608 Avg Close — Range —
Q1 2021
Shares 6,696 Value ($000) $2,014 Avg Close — Range —
Q4 2020
Shares 8,595 Value ($000) $2,464 Avg Close — Range —
Q3 2020
Shares 6,736 Value ($000) $1,492 Avg Close — Range —