ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 45,470 Value ($000) $4,564 Avg Close — Range —
Q3 2025
Shares 70,775 Value ($000) $7,127 Avg Close — Range —
Q2 2025
Shares 68,127 Value ($000) $6,860 Avg Close — Range —
Q1 2025
Shares 75,792 Value ($000) $7,630 Avg Close — Range —
Q4 2024
Shares 73,201 Value ($000) $7,343 Avg Close — Range —
Q3 2024
Shares 56,792 Value ($000) $5,720 Avg Close — Range —
Q2 2024
Shares 54,904 Value ($000) $5,529 Avg Close — Range —
Q1 2024
Shares 53,373 Value ($000) $5,375 Avg Close — Range —
Q4 2023
Shares 47,346 Value ($000) $4,747 Avg Close — Range —
Q3 2023
Shares 40,754 Value ($000) $4,103 Avg Close — Range —
Q2 2023
Shares 24,652 Value ($000) $2,481 Avg Close — Range —
Q1 2023
Shares 15,504 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 8,068 Value ($000) $1 Avg Close — Range —