ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 1,930 Value ($000) $406 Avg Close Range
Q3 2025
Shares 3,097 Value ($000) $630 Avg Close Range
Q2 2025
Shares 2,735 Value ($000) $531 Avg Close Range
Q1 2025
Shares 2,990 Value ($000) $563 Avg Close Range
Q4 2024
Shares 2,999 Value ($000) $555 Avg Close Range
Q3 2024
Shares 3,015 Value ($000) $572 Avg Close Range
Q2 2024
Shares 2,947 Value ($000) $514 Avg Close Range
Q1 2024
Shares 2,386 Value ($000) $427 Avg Close Range
Q4 2023
Shares 2,186 Value ($000) $361 Avg Close Range
Q3 2023
Shares 2,251 Value ($000) $342 Avg Close Range
Q2 2023
Shares 2,420 Value ($000) $382 Avg Close Range
Q1 2023
Shares 2,460 Value ($000) $375 Avg Close Range
Q4 2022
Shares 4,086 Value ($000) $620 Avg Close Range
Q3 2022
Shares 4,213 Value ($000) $573 Avg Close Range
Q2 2022
Shares 4,352 Value ($000) $631 Avg Close Range
Q1 2022
Shares 3,659 Value ($000) $607 Avg Close Range
Q4 2021
Shares 3,349 Value ($000) $562 Avg Close Range
Q3 2021
Shares 3,349 Value ($000) $524 Avg Close Range
Q2 2021
Shares 3,865 Value ($000) $613 Avg Close Range
Q1 2021
Shares 3,543 Value ($000) $537 Avg Close Range
Q4 2020
Shares 3,543 Value ($000) $484 Avg Close Range
Q4 2019
Shares 254 Value ($000) $35 Avg Close Range
Q2 2013
Shares 969 Value ($000) $81 Avg Close Range