ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

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

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

Q3 2025
Shares 1,745 Value ($000) $201 Avg Close — Range —
Q2 2025
Shares 1,930 Value ($000) $211 Avg Close — Range —
Q1 2025
Shares 5,150 Value ($000) $458 Avg Close — Range —
Q4 2024
Shares 5,150 Value ($000) $516 Avg Close — Range —
Q3 2024
Shares 4,895 Value ($000) $437 Avg Close — Range —
Q2 2024
Shares 4,755 Value ($000) $413 Avg Close — Range —
Q1 2024
Shares 4,755 Value ($000) $405 Avg Close — Range —
Q4 2023
Shares 759 Value ($000) $308 Avg Close — Range —
Q4 2019
Shares 274 Value ($000) $64 Avg Close — Range —