ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 823 Value ($000) $248 Avg Close — Range —
Q3 2025
Shares 822 Value ($000) $223 Avg Close — Range —
Q4 2019
Shares 7 Value ($000) $2 Avg Close — Range —