ISHARES TR

Ticker: IBHH CUSIP: 46436E387 Class: ETF

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

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

Q4 2025
Shares 59,365 Value ($000) $1,405 Avg Close — Range —
Q3 2025
Shares 48,107 Value ($000) $1,148 Avg Close — Range —
Q2 2025
Shares 46,368 Value ($000) $1,100 Avg Close — Range —
Q1 2025
Shares 49,701 Value ($000) $1,161 Avg Close — Range —
Q4 2024
Shares 45,527 Value ($000) $1,064 Avg Close — Range —
Q3 2024
Shares 40,312 Value ($000) $959 Avg Close — Range —
Q2 2024
Shares 39,421 Value ($000) $911 Avg Close — Range —
Q1 2024
Shares 35,434 Value ($000) $827 Avg Close — Range —
Q4 2023
Shares 10,400 Value ($000) $242 Avg Close — Range —
Q3 2023
Shares 9,300 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 9,300 Value ($000) $210 Avg Close — Range —