ISHARES TR

Ticker: IBHF CUSIP: 46436E528 Class: ETF

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

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

Q4 2025
Shares 326,572 Value ($000) $7,537 Avg Close — Range —
Q3 2025
Shares 322,063 Value ($000) $7,533 Avg Close — Range —
Q2 2025
Shares 316,269 Value ($000) $7,347 Avg Close — Range —
Q1 2025
Shares 292,168 Value ($000) $6,784 Avg Close — Range —
Q4 2024
Shares 70,813 Value ($000) $1,639 Avg Close — Range —
Q3 2024
Shares 51,525 Value ($000) $1,206 Avg Close — Range —
Q2 2024
Shares 41,585 Value ($000) $953 Avg Close — Range —
Q1 2024
Shares 35,375 Value ($000) $816 Avg Close — Range —
Q4 2023
Shares 25,747 Value ($000) $590 Avg Close — Range —
Q3 2023
Shares 23,549 Value ($000) $531 Avg Close — Range —
Q2 2023
Shares 21,707 Value ($000) $494 Avg Close — Range —
Q1 2023
Shares 11,312 Value ($000) $0 Avg Close — Range —