ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 50,543 Value ($000) $4,643 Avg Close — Range —
Q3 2025
Shares 32,717 Value ($000) $2,875 Avg Close — Range —
Q2 2025
Shares 31,504 Value ($000) $2,652 Avg Close — Range —
Q1 2025
Shares 41,956 Value ($000) $3,448 Avg Close — Range —
Q4 2024
Shares 40,442 Value ($000) $3,196 Avg Close — Range —
Q3 2024
Shares 41,969 Value ($000) $3,411 Avg Close — Range —
Q2 2024
Shares 41,593 Value ($000) $3,112 Avg Close — Range —
Q1 2024
Shares 40,640 Value ($000) $3,101 Avg Close — Range —
Q4 2023
Shares 40,406 Value ($000) $2,835 Avg Close — Range —
Q3 2023
Shares 37,596 Value ($000) $2,458 Avg Close — Range —
Q2 2023
Shares 53,984 Value ($000) $3,641 Avg Close — Range —
Q1 2023
Shares 53,223 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 73,941 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 74,080 Value ($000) $4,275 Avg Close — Range —
Q2 2022
Shares 65,304 Value ($000) $4,034 Avg Close — Range —