ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 12,122 Value ($000) $1,494 Avg Close Range
Q3 2025
Shares 22,129 Value ($000) $2,671 Avg Close Range
Q2 2025
Shares 24,248 Value ($000) $2,670 Avg Close Range
Q1 2025
Shares 26,702 Value ($000) $2,479 Avg Close Range
Q4 2024
Shares 26,510 Value ($000) $2,692 Avg Close Range
Q3 2024
Shares 27,094 Value ($000) $2,594 Avg Close Range
Q2 2024
Shares 26,300 Value ($000) $2,434 Avg Close Range
Q1 2024
Shares 28,287 Value ($000) $2,389 Avg Close Range
Q4 2023
Shares 29,557 Value ($000) $2,220 Avg Close Range
Q3 2023
Shares 26,592 Value ($000) $1,819 Avg Close Range
Q2 2023
Shares 23,867 Value ($000) $1,682 Avg Close Range
Q1 2023
Shares 25,774 Value ($000) $1,647 Avg Close Range
Q4 2022
Shares 26,560 Value ($000) $1,554 Avg Close Range
Q3 2022
Shares 28,723 Value ($000) $1,662 Avg Close Range
Q2 2022
Shares 29,165 Value ($000) $1,760 Avg Close Range
Q1 2022
Shares 27,854 Value ($000) $2,127 Avg Close Range
Q4 2021
Shares 28,855 Value ($000) $2,414 Avg Close Range
Q3 2021
Shares 26,378 Value ($000) $1,950 Avg Close Range
Q2 2021
Shares 29,443 Value ($000) $2,141 Avg Close Range
Q1 2021
Shares 29,824 Value ($000) $1,942 Avg Close Range
Q4 2020
Shares 29,276 Value ($000) $1,868 Avg Close Range
Q3 2020
Shares 7,724 Value ($000) $1,785 Avg Close Range
Q2 2020
Shares 7,553 Value ($000) $1,567 Avg Close Range
Q4 2019
Shares 1,362 Value ($000) $264 Avg Close Range
Q3 2019
Shares 12,987 Value ($000) $2,338 Avg Close Range
Q2 2018
Shares 15,406 Value ($000) $2,507 Avg Close Range
Q1 2018
Shares 15,980 Value ($000) $2,497 Avg Close Range
Q4 2017
Shares 8,523 Value ($000) $1,313 Avg Close Range
Q3 2017
Shares 15,985 Value ($000) $2,289 Avg Close Range
Q2 2017
Shares 10,787 Value ($000) $1,477 Avg Close Range