ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q3 2025
Shares 1,476 Value ($000) $261 Avg Close — Range —
Q1 2024
Shares 2,846 Value ($000) $452 Avg Close — Range —
Q4 2023
Shares 761 Value ($000) $118 Avg Close — Range —
Q3 2023
Shares 5,561 Value ($000) $754 Avg Close — Range —
Q2 2023
Shares 3,561 Value ($000) $501 Avg Close — Range —
Q1 2023
Shares 2,561 Value ($000) $351 Avg Close — Range —
Q4 2022
Shares 4,561 Value ($000) $632 Avg Close — Range —
Q3 2022
Shares 3,561 Value ($000) $459 Avg Close — Range —
Q2 2022
Shares 4,561 Value ($000) $621 Avg Close — Range —
Q1 2022
Shares 9,061 Value ($000) $1,462 Avg Close — Range —
Q4 2021
Shares 1,561 Value ($000) $259 Avg Close — Range —
Q2 2021
Shares 1,611 Value ($000) $267 Avg Close — Range —
Q1 2021
Shares 1,311 Value ($000) $209 Avg Close — Range —
Q4 2020
Shares 3,241 Value ($000) $427 Avg Close — Range —
Q1 2020
Shares 3,584 Value ($000) $294 Avg Close — Range —
Q4 2019
Shares 3,539 Value ($000) $455 Avg Close — Range —