ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 99,129 Value ($000) $7,686 Avg Close — Range —
Q3 2025
Shares 108,937 Value ($000) $8,358 Avg Close — Range —
Q2 2025
Shares 98,037 Value ($000) $7,125 Avg Close — Range —
Q1 2025
Shares 94,966 Value ($000) $6,033 Avg Close — Range —
Q4 2024
Shares 108,165 Value ($000) $6,571 Avg Close — Range —
Q3 2024
Shares 95,326 Value ($000) $6,454 Avg Close — Range —
Q2 2024
Shares 97,252 Value ($000) $5,995 Avg Close — Range —
Q1 2024
Shares 94,436 Value ($000) $5,981 Avg Close — Range —
Q4 2023
Shares 98,199 Value ($000) $6,079 Avg Close — Range —
Q3 2023
Shares 124,934 Value ($000) $7,055 Avg Close — Range —
Q2 2023
Shares 125,250 Value ($000) $7,387 Avg Close — Range —
Q1 2023
Shares 26,219 Value ($000) $2 Avg Close — Range —