ISHARES TR

Ticker: SUSC CUSIP: 46435G193 Class: ESG AWRE USD ETF

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

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

Q4 2025
Shares 35,795 Value ($000) $837 Avg Close — Range —
Q3 2025
Shares 33,837 Value ($000) $797 Avg Close — Range —
Q2 2025
Shares 40,130 Value ($000) $932 Avg Close — Range —
Q1 2025
Shares 29,372 Value ($000) $677 Avg Close — Range —
Q4 2024
Shares 28,917 Value ($000) $657 Avg Close — Range —
Q3 2024
Shares 61,724 Value ($000) $1,468 Avg Close — Range —
Q2 2024
Shares 54,312 Value ($000) $1,234 Avg Close — Range —
Q1 2024
Shares 54,295 Value ($000) $1,248 Avg Close — Range —
Q4 2023
Shares 47,114 Value ($000) $1,096 Avg Close — Range —
Q3 2023
Shares 33,865 Value ($000) $737 Avg Close — Range —
Q2 2023
Shares 14,848 Value ($000) $338 Avg Close — Range —
Q2 2022
Shares 15,323 Value ($000) $355 Avg Close — Range —