ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 42,861 Value ($000) $5,198 Avg Close — Range —
Q3 2025
Shares 43,883 Value ($000) $5,136 Avg Close — Range —
Q2 2025
Shares 43,930 Value ($000) $4,760 Avg Close — Range —
Q1 2025
Shares 43,700 Value ($000) $4,187 Avg Close — Range —
Q4 2024
Shares 45,199 Value ($000) $4,657 Avg Close — Range —
Q3 2024
Shares 45,966 Value ($000) $4,666 Avg Close — Range —
Q2 2024
Shares 46,040 Value ($000) $4,486 Avg Close — Range —
Q1 2024
Shares 57,403 Value ($000) $5,387 Avg Close — Range —
Q4 2023
Shares 60,420 Value ($000) $5,098 Avg Close — Range —
Q3 2023
Shares 68,907 Value ($000) $5,196 Avg Close — Range —
Q2 2023
Shares 79,452 Value ($000) $6,151 Avg Close — Range —
Q1 2023
Shares 93,951 Value ($000) $7 Avg Close — Range —
Q4 2022
Shares 90,972 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 85,461 Value ($000) $5,278 Avg Close — Range —
Q2 2022
Shares 74,667 Value ($000) $4,957 Avg Close — Range —
Q1 2022
Shares 47,226 Value ($000) $3,740 Avg Close — Range —
Q4 2021
Shares 2,884 Value ($000) $243 Avg Close — Range —