ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 127,067 Value ($000) $21,340 Avg Close — Range —
Q3 2025
Shares 131,863 Value ($000) $21,697 Avg Close — Range —
Q2 2025
Shares 127,918 Value ($000) $19,239 Avg Close — Range —
Q1 2025
Shares 101,262 Value ($000) $12,868 Avg Close — Range —
Q4 2024
Shares 133,910 Value ($000) $18,660 Avg Close — Range —
Q3 2024
Shares 140,856 Value ($000) $18,580 Avg Close — Range —
Q2 2024
Shares 148,078 Value ($000) $18,877 Avg Close — Range —
Q1 2024
Shares 162,133 Value ($000) $19,005 Avg Close — Range —
Q4 2023
Shares 158,781 Value ($000) $16,529 Avg Close — Range —
Q3 2023
Shares 165,721 Value ($000) $15,715 Avg Close — Range —
Q2 2023
Shares 176,714 Value ($000) $17,254 Avg Close — Range —
Q1 2023
Shares 173,202 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 135,167 Value ($000) $11 Avg Close — Range —
Q3 2022
Shares 152,301 Value ($000) $12,211 Avg Close — Range —
Q2 2022
Shares 149,376 Value ($000) $12,503 Avg Close — Range —
Q1 2022
Shares 139,579 Value ($000) $14,748 Avg Close — Range —
Q4 2021
Shares 162,995 Value ($000) $18,849 Avg Close — Range —
Q3 2021
Shares 166,950 Value ($000) $17,097 Avg Close — Range —
Q2 2021
Shares 147,807 Value ($000) $14,926 Avg Close — Range —
Q1 2021
Shares 147,150 Value ($000) $13,360 Avg Close — Range —
Q4 2020
Shares 149,968 Value ($000) $13,301 Avg Close — Range —
Q3 2020
Shares 159,048 Value ($000) $12,721 Avg Close — Range —
Q2 2020
Shares 162,964 Value ($000) $11,714 Avg Close — Range —
Q1 2020
Shares 176,165 Value ($000) $10,057 Avg Close — Range —
Q4 2019
Shares 185,572 Value ($000) $12,552 Avg Close — Range —
Q3 2019
Shares 184,520 Value ($000) $11,601 Avg Close — Range —
Q2 2019
Shares 179,945 Value ($000) $11,279 Avg Close — Range —
Q1 2019
Shares 180,906 Value ($000) $10,912 Avg Close — Range —
Q4 2018
Shares 201,337 Value ($000) $10,610 Avg Close — Range —
Q3 2018
Shares 170,789 Value ($000) $10,637 Avg Close — Range —
Q2 2018
Shares 178,021 Value ($000) $10,240 Avg Close — Range —
Q1 2018
Shares 174,652 Value ($000) $9,300 Avg Close — Range —
Q4 2017
Shares 172,473 Value ($000) $9,582 Avg Close — Range —