ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 455 Value ($000) $215 Avg Close — Range —
Q3 2025
Shares 477 Value ($000) $223 Avg Close — Range —
Q2 2025
Shares 477 Value ($000) $203 Avg Close — Range —
Q4 2019
Shares 380 Value ($000) $67 Avg Close — Range —
Q2 2013
Shares 936 Value ($000) $68 Avg Close — Range —