ISHARES TR

Ticker: IBHG CUSIP: 46436E478 Class: ETF

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

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

Q4 2025
Shares 72,105 Value ($000) $1,609 Avg Close — Range —
Q3 2025
Shares 57,912 Value ($000) $1,302 Avg Close — Range —
Q2 2025
Shares 56,381 Value ($000) $1,271 Avg Close — Range —
Q1 2025
Shares 55,359 Value ($000) $1,236 Avg Close — Range —
Q4 2024
Shares 45,663 Value ($000) $1,016 Avg Close — Range —
Q3 2024
Shares 46,857 Value ($000) $1,059 Avg Close — Range —
Q2 2024
Shares 45,603 Value ($000) $1,005 Avg Close — Range —
Q1 2024
Shares 41,768 Value ($000) $930 Avg Close — Range —
Q4 2023
Shares 23,850 Value ($000) $530 Avg Close — Range —
Q3 2023
Shares 22,260 Value ($000) $479 Avg Close — Range —
Q2 2023
Shares 10,760 Value ($000) $235 Avg Close — Range —