ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 2,899 Value ($000) $281 Avg Close Range
Q3 2025
Shares 3,008 Value ($000) $288 Avg Close Range
Q2 2025
Shares 3,032 Value ($000) $276 Avg Close Range
Q1 2025
Shares 3,032 Value ($000) $253 Avg Close Range
Q4 2024
Shares 3,032 Value ($000) $276 Avg Close Range
Q3 2024
Shares 3,032 Value ($000) $279 Avg Close Range
Q2 2024
Shares 3,032 Value ($000) $267 Avg Close Range
Q1 2024
Shares 3,218 Value ($000) $294 Avg Close Range
Q4 2023
Shares 3,533 Value ($000) $280 Avg Close Range
Q3 2023
Shares 3,533 Value ($000) $255 Avg Close Range
Q2 2023
Shares 3,593 Value ($000) $269 Avg Close Range
Q1 2023
Shares 3,245 Value ($000) $232 Avg Close Range
Q4 2022
Shares 3,104 Value ($000) $212 Avg Close Range
Q3 2022
Shares 3,624 Value ($000) $228 Avg Close Range
Q2 2022
Shares 3,624 Value ($000) $231 Avg Close Range
Q1 2022
Shares 3,624 Value ($000) $280 Avg Close Range
Q4 2021
Shares 3,624 Value ($000) $309 Avg Close Range
Q3 2021
Shares 3,624 Value ($000) $287 Avg Close Range
Q2 2021
Shares 3,624 Value ($000) $293 Avg Close Range
Q1 2021
Shares 3,624 Value ($000) $284 Avg Close Range
Q4 2020
Shares 3,804 Value ($000) $275 Avg Close Range
Q3 2020
Shares 951 Value ($000) $227 Avg Close Range
Q2 2020
Shares 1,018 Value ($000) $228 Avg Close Range
Q4 2019
Shares 1,038 Value ($000) $247 Avg Close Range
Q3 2019
Shares 1,028 Value ($000) $230 Avg Close Range
Q2 2019
Shares 1,033 Value ($000) $234 Avg Close Range
Q1 2019
Shares 1,038 Value ($000) $227 Avg Close Range
Q4 2017
Shares 950 Value ($000) $205 Avg Close Range