ISHARES TR

Ticker: IHAK CUSIP: 46435U135 Class: ETF

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

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

Q3 2025
Shares 5,685 Value ($000) $298 Avg Close — Range —
Q2 2025
Shares 6,085 Value ($000) $324 Avg Close — Range —
Q1 2025
Shares 6,085 Value ($000) $286 Avg Close — Range —
Q4 2024
Shares 20,276 Value ($000) $989 Avg Close — Range —
Q3 2024
Shares 21,307 Value ($000) $1,039 Avg Close — Range —
Q2 2024
Shares 24,122 Value ($000) $1,108 Avg Close — Range —
Q1 2024
Shares 28,463 Value ($000) $1,334 Avg Close — Range —
Q4 2023
Shares 38,624 Value ($000) $1,755 Avg Close — Range —
Q3 2023
Shares 60,699 Value ($000) $2,338 Avg Close — Range —
Q2 2023
Shares 61,440 Value ($000) $2,324 Avg Close — Range —
Q1 2023
Shares 11,803 Value ($000) $0 Avg Close — Range —