ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 1,108 Value ($000) $307 Avg Close — Range —
Q3 2025
Shares 4,429 Value ($000) $1,212 Avg Close — Range —
Q2 2025
Shares 3,764 Value ($000) $928 Avg Close — Range —
Q1 2025
Shares 6,150 Value ($000) $1,297 Avg Close — Range —
Q4 2024
Shares 6,581 Value ($000) $1,548 Avg Close — Range —
Q3 2024
Shares 3,004 Value ($000) $661 Avg Close — Range —
Q2 2024
Shares 4,019 Value ($000) $862 Avg Close — Range —
Q1 2024
Shares 3,890 Value ($000) $759 Avg Close — Range —
Q4 2023
Shares 3,736 Value ($000) $655 Avg Close — Range —
Q3 2023
Shares 3,037 Value ($000) $467 Avg Close — Range —
Q2 2023
Shares 4,257 Value ($000) $675 Avg Close — Range —
Q1 2023
Shares 3,060 Value ($000) $0 Avg Close — Range —