ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 282,483 Value ($000) $26,599 Avg Close — Range —
Q3 2025
Shares 338,098 Value ($000) $32,167 Avg Close — Range —
Q2 2025
Shares 344,233 Value ($000) $32,313 Avg Close — Range —
Q1 2025
Shares 354,835 Value ($000) $33,234 Avg Close — Range —
Q4 2024
Shares 373,870 Value ($000) $33,196 Avg Close — Range —
Q3 2024
Shares 634,509 Value ($000) $57,937 Avg Close — Range —
Q2 2024
Shares 590,663 Value ($000) $49,592 Avg Close — Range —
Q1 2024
Shares 868,334 Value ($000) $72,576 Avg Close — Range —
Q4 2023
Shares 877,178 Value ($000) $68,446 Avg Close — Range —
Q3 2023
Shares 1,016,496 Value ($000) $73,574 Avg Close — Range —
Q2 2023
Shares 1,092,712 Value ($000) $81,221 Avg Close — Range —
Q1 2023
Shares 1,039,292 Value ($000) $76 Avg Close — Range —
Q4 2022
Shares 955,476 Value ($000) $69 Avg Close — Range —
Q3 2022
Shares 931,877 Value ($000) $61,597 Avg Close — Range —
Q2 2022
Shares 887,127 Value ($000) $62,285 Avg Close — Range —
Q1 2022
Shares 936,032 Value ($000) $72,608 Avg Close — Range —
Q4 2021
Shares 1,073,337 Value ($000) $86,833 Avg Close — Range —
Q3 2021
Shares 984,423 Value ($000) $72,355 Avg Close — Range —
Q2 2021
Shares 914,508 Value ($000) $67,317 Avg Close — Range —
Q1 2021
Shares 582,741 Value ($000) $40,320 Avg Close — Range —
Q4 2020
Shares 611,066 Value ($000) $41,479 Avg Close — Range —
Q3 2020
Shares 685,385 Value ($000) $43,680 Avg Close — Range —
Q2 2020
Shares 608,983 Value ($000) $36,923 Avg Close — Range —
Q1 2020
Shares 527,329 Value ($000) $28,481 Avg Close — Range —
Q4 2019
Shares 570,735 Value ($000) $37,440 Avg Close — Range —
Q3 2019
Shares 448,241 Value ($000) $28,732 Avg Close — Range —
Q2 2019
Shares 194,196 Value ($000) $12,005 Avg Close — Range —
Q1 2019
Shares 137,183 Value ($000) $8,066 Avg Close — Range —
Q4 2018
Shares 13,060 Value ($000) $684 Avg Close — Range —
Q3 2018
Shares 9,373 Value ($000) $535 Avg Close — Range —
Q2 2018
Shares 9,677 Value ($000) $515 Avg Close — Range —
Q1 2018
Shares 9,581 Value ($000) $489 Avg Close — Range —
Q4 2017
Shares 7,629 Value ($000) $408 Avg Close — Range —