ISHARES TR

Ticker: IDEV CUSIP: 46435G326 Class: CORE MSCI INTL

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

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

Q4 2025
Shares 58,463 Value ($000) $4,822 Avg Close — Range —
Q3 2025
Shares 61,421 Value ($000) $4,924 Avg Close — Range —
Q2 2025
Shares 64,776 Value ($000) $4,926 Avg Close — Range —
Q1 2025
Shares 80,662 Value ($000) $5,557 Avg Close — Range —
Q4 2024
Shares 46,151 Value ($000) $2,975 Avg Close — Range —
Q3 2024
Shares 61,286 Value ($000) $4,341 Avg Close — Range —
Q2 2024
Shares 61,388 Value ($000) $4,030 Avg Close — Range —
Q1 2024
Shares 65,070 Value ($000) $4,368 Avg Close — Range —
Q4 2023
Shares 67,354 Value ($000) $4,288 Avg Close — Range —
Q3 2023
Shares 30,337 Value ($000) $1,768 Avg Close — Range —
Q2 2023
Shares 23,906 Value ($000) $1,461 Avg Close — Range —
Q1 2023
Shares 17,068 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 72,299 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 63,212 Value ($000) $3,054 Avg Close — Range —
Q2 2022
Shares 41,423 Value ($000) $2,226 Avg Close — Range —
Q4 2021
Shares 3,346 Value ($000) $226 Avg Close — Range —
Q3 2021
Shares 3,337 Value ($000) $223 Avg Close — Range —