ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 3,053 Value ($000) $402 Avg Close — Range —
Q3 2025
Shares 3,477 Value ($000) $451 Avg Close — Range —
Q2 2025
Shares 2,871 Value ($000) $355 Avg Close — Range —
Q1 2025
Shares 2,910 Value ($000) $348 Avg Close — Range —
Q4 2024
Shares 2,756 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 2,482 Value ($000) $307 Avg Close — Range —
Q2 2024
Shares 2,480 Value ($000) $281 Avg Close — Range —
Q1 2024
Shares 3,063 Value ($000) $362 Avg Close — Range —
Q4 2023
Shares 3,289 Value ($000) $375 Avg Close — Range —
Q3 2023
Shares 3,034 Value ($000) $306 Avg Close — Range —
Q2 2023
Shares 2,749 Value ($000) $295 Avg Close — Range —
Q1 2023
Shares 2,749 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 2,568 Value ($000) $0 Avg Close — Range —
Q3 2018
Shares 1,248 Value ($000) $208 Avg Close — Range —