ISHARES TR

Ticker: ITB CUSIP: 464288752 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 8,479 Value ($000) $817 Avg Close — Range —
Q3 2025
Shares 8,563 Value ($000) $918 Avg Close — Range —
Q2 2025
Shares 2,656 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 7,448 Value ($000) $709 Avg Close — Range —
Q1 2024
Shares 2,171 Value ($000) $251 Avg Close — Range —
Q4 2021
Shares 4,081 Value ($000) $338 Avg Close — Range —