ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 14,522 Value ($000) $2,024 Avg Close — Range —
Q3 2025
Shares 14,722 Value ($000) $1,997 Avg Close — Range —
Q2 2025
Shares 14,890 Value ($000) $1,887 Avg Close — Range —
Q1 2025
Shares 12,924 Value ($000) $1,485 Avg Close — Range —
Q4 2024
Shares 13,419 Value ($000) $1,632 Avg Close — Range —
Q3 2024
Shares 13,554 Value ($000) $1,631 Avg Close — Range —
Q2 2024
Shares 14,008 Value ($000) $1,574 Avg Close — Range —
Q1 2024
Shares 14,006 Value ($000) $1,529 Avg Close — Range —
Q4 2023
Shares 14,584 Value ($000) $1,466 Avg Close — Range —
Q3 2023
Shares 13,847 Value ($000) $1,246 Avg Close — Range —
Q2 2023
Shares 14,468 Value ($000) $1,355 Avg Close — Range —
Q1 2023
Shares 14,775 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 14,950 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 14,604 Value ($000) $1,109 Avg Close — Range —
Q2 2022
Shares 4,246 Value ($000) $343 Avg Close — Range —
Q1 2022
Shares 3,566 Value ($000) $345 Avg Close — Range —
Q4 2021
Shares 2,963 Value ($000) $315 Avg Close — Range —
Q3 2021
Shares 2,940 Value ($000) $282 Avg Close — Range —
Q3 2020
Shares 1,850 Value ($000) $272 Avg Close — Range —
Q2 2020
Shares 1,728 Value ($000) $231 Avg Close — Range —