ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 1,467,977 Value ($000) $33,580 Avg Close — Range —
Q3 2025
Shares 1,419,927 Value ($000) $32,587 Avg Close — Range —
Q2 2025
Shares 1,344,636 Value ($000) $30,832 Avg Close — Range —
Q1 2025
Shares 1,248,141 Value ($000) $28,632 Avg Close — Range —
Q4 2024
Shares 1,241,811 Value ($000) $28,326 Avg Close — Range —
Q3 2024
Shares 909,304 Value ($000) $20,973 Avg Close — Range —
Q2 2024
Shares 617,350 Value ($000) $13,986 Avg Close — Range —
Q1 2024
Shares 496,971 Value ($000) $11,286 Avg Close — Range —
Q4 2023
Shares 305,733 Value ($000) $6,988 Avg Close — Range —
Q3 2023
Shares 120,408 Value ($000) $2,706 Avg Close — Range —
Q2 2023
Shares 107,588 Value ($000) $2,437 Avg Close — Range —
Q1 2023
Shares 82,727 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 47,608 Value ($000) $1 Avg Close — Range —