ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

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

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

Q4 2025
Shares 9,099 Value ($000) $406 Avg Close — Range —
Q3 2025
Shares 13,506 Value ($000) $592 Avg Close — Range —
Q2 2025
Shares 11,339 Value ($000) $471 Avg Close — Range —
Q1 2025
Shares 8,966 Value ($000) $350 Avg Close — Range —
Q4 2024
Shares 6,241 Value ($000) $261 Avg Close — Range —
Q3 2024
Shares 4,790 Value ($000) $203 Avg Close — Range —