ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q1 2021
Shares 1,712 Value ($000) $446 Avg Close — Range —
Q4 2020
Shares 3,838 Value ($000) $882 Avg Close — Range —
Q3 2020
Shares 3,384 Value ($000) $627 Avg Close — Range —
Q2 2020
Shares 3,462 Value ($000) $616 Avg Close — Range —
Q4 2019
Shares 917 Value ($000) $189 Avg Close — Range —
Q2 2019
Shares 1,484 Value ($000) $288 Avg Close — Range —
Q4 2017
Shares 6,917 Value ($000) $1,312 Avg Close — Range —
Q2 2017
Shares 1,444 Value ($000) $249 Avg Close — Range —
Q3 2014
Shares 371 Value ($000) $51 Avg Close — Range —