ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 4,771 Value ($000) $448 Avg Close Range
Q3 2025
Shares 6,120 Value ($000) $594 Avg Close Range
Q2 2025
Shares 5,661 Value ($000) $536 Avg Close Range
Q1 2025
Shares 5,605 Value ($000) $537 Avg Close Range
Q4 2024
Shares 5,654 Value ($000) $526 Avg Close Range
Q3 2024
Shares 6,728 Value ($000) $685 Avg Close Range
Q2 2024
Shares 7,139 Value ($000) $626 Avg Close Range
Q1 2024
Shares 7,160 Value ($000) $644 Avg Close Range
Q4 2023
Shares 8,171 Value ($000) $747 Avg Close Range
Q3 2023
Shares 7,172 Value ($000) $560 Avg Close Range
Q2 2023
Shares 26,227 Value ($000) $2,270 Avg Close Range
Q1 2023
Shares 6,800 Value ($000) $1 Avg Close Range
Q4 2022
Shares 7,216 Value ($000) $1 Avg Close Range
Q3 2022
Shares 12,018 Value ($000) $979 Avg Close Range
Q2 2022
Shares 11,627 Value ($000) $1,069 Avg Close Range
Q1 2022
Shares 9,039 Value ($000) $978 Avg Close Range
Q4 2021
Shares 9,576 Value ($000) $1,112 Avg Close Range
Q3 2021
Shares 10,397 Value ($000) $1,065 Avg Close Range
Q2 2021
Shares 348,532 Value ($000) $35,529 Avg Close Range
Q1 2021
Shares 6,671 Value ($000) $613 Avg Close Range
Q4 2020
Shares 6,535 Value ($000) $560 Avg Close Range
Q3 2020
Shares 4,143 Value ($000) $331 Avg Close Range
Q2 2020
Shares 3,456 Value ($000) $272 Avg Close Range
Q2 2019
Shares 68,641 Value ($000) $5,797 Avg Close Range
Q1 2019
Shares 84,263 Value ($000) $7,334 Avg Close Range