ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 1,679 Value ($000) $230 Avg Close — Range —
Q3 2025
Shares 2,754 Value ($000) $392 Avg Close — Range —
Q2 2025
Shares 1,679 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 1,679 Value ($000) $213 Avg Close — Range —
Q4 2019
Shares 340 Value ($000) $52 Avg Close — Range —