ISHARES TR

Ticker: IBHI CUSIP: 46436E379 Class: ETF

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

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

Q4 2025
Shares 87,297 Value ($000) $2,063 Avg Close — Range —
Q3 2025
Shares 74,342 Value ($000) $1,773 Avg Close — Range —
Q2 2025
Shares 69,142 Value ($000) $1,638 Avg Close — Range —
Q1 2025
Shares 51,975 Value ($000) $1,207 Avg Close — Range —
Q4 2024
Shares 42,532 Value ($000) $997 Avg Close — Range —
Q3 2024
Shares 36,461 Value ($000) $872 Avg Close — Range —
Q2 2024
Shares 32,085 Value ($000) $742 Avg Close — Range —
Q1 2024
Shares 16,558 Value ($000) $387 Avg Close — Range —