ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 16,949 Value ($000) $809 Avg Close — Range —
Q3 2025
Shares 16,829 Value ($000) $801 Avg Close — Range —
Q2 2025
Shares 19,319 Value ($000) $889 Avg Close — Range —
Q1 2025
Shares 7,135 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 10,749 Value ($000) $467 Avg Close — Range —
Q3 2024
Shares 9,795 Value ($000) $442 Avg Close — Range —
Q2 2024
Shares 9,602 Value ($000) $413 Avg Close — Range —
Q1 2024
Shares 10,340 Value ($000) $442 Avg Close — Range —
Q4 2023
Shares 8,933 Value ($000) $371 Avg Close — Range —
Q3 2023
Shares 9,055 Value ($000) $353 Avg Close — Range —
Q2 2023
Shares 11,453 Value ($000) $463 Avg Close — Range —
Q1 2023
Shares 11,800 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 11,649 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 11,920 Value ($000) $436 Avg Close — Range —
Q2 2022
Shares 13,660 Value ($000) $532 Avg Close — Range —
Q1 2022
Shares 14,915 Value ($000) $641 Avg Close — Range —
Q4 2021
Shares 20,532 Value ($000) $934 Avg Close — Range —
Q3 2021
Shares 19,541 Value ($000) $874 Avg Close — Range —
Q2 2021
Shares 18,829 Value ($000) $848 Avg Close — Range —
Q1 2021
Shares 17,911 Value ($000) $780 Avg Close — Range —
Q4 2020
Shares 4,671 Value ($000) $202 Avg Close — Range —