ISHARES TR

Ticker: IBTK CUSIP: 46436E593 Class: ETF

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

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

Q4 2025
Shares 60,547 Value ($000) $1,202 Avg Close — Range —
Q3 2025
Shares 68,083 Value ($000) $1,353 Avg Close — Range —
Q2 2025
Shares 62,996 Value ($000) $1,250 Avg Close — Range —
Q1 2025
Shares 62,846 Value ($000) $1,236 Avg Close — Range —
Q4 2024
Shares 38,473 Value ($000) $738 Avg Close — Range —
Q3 2024
Shares 26,534 Value ($000) $532 Avg Close — Range —
Q2 2024
Shares 24,722 Value ($000) $477 Avg Close — Range —
Q1 2024
Shares 24,689 Value ($000) $479 Avg Close — Range —
Q4 2023
Shares 24,567 Value ($000) $484 Avg Close — Range —
Q3 2023
Shares 13,635 Value ($000) $258 Avg Close — Range —
Q2 2023
Shares 13,635 Value ($000) $268 Avg Close — Range —