ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

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

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

Q4 2025
Shares 588,449 Value ($000) $13,161 Avg Close — Range —
Q3 2025
Shares 437,722 Value ($000) $9,798 Avg Close — Range —
Q2 2025
Shares 340,157 Value ($000) $7,606 Avg Close — Range —
Q1 2025
Shares 225,675 Value ($000) $5,021 Avg Close — Range —
Q4 2024
Shares 114,901 Value ($000) $2,517 Avg Close — Range —
Q3 2024
Shares 73,145 Value ($000) $1,646 Avg Close — Range —
Q2 2024
Shares 50,290 Value ($000) $1,098 Avg Close — Range —
Q1 2024
Shares 47,493 Value ($000) $1,042 Avg Close — Range —
Q4 2023
Shares 30,387 Value ($000) $675 Avg Close — Range —
Q3 2023
Shares 14,638 Value ($000) $315 Avg Close — Range —
Q2 2023
Shares 12,315 Value ($000) $271 Avg Close — Range —