ISHARES TR

Ticker: IWL CUSIP: 464289446 Class: RUS TOP 200 ETF

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

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

Q4 2025
Shares 38,109 Value ($000) $6,503 Avg Close — Range —
Q3 2025
Shares 37,663 Value ($000) $6,256 Avg Close — Range —
Q2 2025
Shares 36,466 Value ($000) $5,584 Avg Close — Range —
Q1 2025
Shares 3,564 Value ($000) $490 Avg Close — Range —
Q4 2024
Shares 8,853 Value ($000) $1,281 Avg Close — Range —
Q3 2024
Shares 11,921 Value ($000) $1,674 Avg Close — Range —
Q2 2024
Shares 13,066 Value ($000) $1,750 Avg Close — Range —
Q1 2024
Shares 30,469 Value ($000) $3,873 Avg Close — Range —
Q4 2023
Shares 30,873 Value ($000) $3,553 Avg Close — Range —
Q3 2023
Shares 34,424 Value ($000) $3,558 Avg Close — Range —
Q2 2023
Shares 34,972 Value ($000) $3,729 Avg Close — Range —
Q1 2023
Shares 36,771 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 38,622 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 35,004 Value ($000) $2,972 Avg Close — Range —
Q2 2022
Shares 80,947 Value ($000) $7,270 Avg Close — Range —