ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 13,198 Value ($000) $3,249 Avg Close — Range —
Q3 2025
Shares 13,667 Value ($000) $3,307 Avg Close — Range —
Q2 2025
Shares 13,857 Value ($000) $2,990 Avg Close — Range —
Q1 2025
Shares 12,847 Value ($000) $2,563 Avg Close — Range —
Q4 2024
Shares 11,347 Value ($000) $2,507 Avg Close — Range —
Q3 2024
Shares 10,483 Value ($000) $2,316 Avg Close — Range —
Q2 2024
Shares 9,702 Value ($000) $1,968 Avg Close — Range —
Q1 2024
Shares 20,578 Value ($000) $4,328 Avg Close — Range —
Q4 2023
Shares 14,131 Value ($000) $2,836 Avg Close — Range —
Q3 2023
Shares 12,757 Value ($000) $2,255 Avg Close — Range —
Q2 2023
Shares 10,054 Value ($000) $1,883 Avg Close — Range —
Q1 2023
Shares 9,352 Value ($000) $1,668 Avg Close — Range —
Q4 2022
Shares 9,469 Value ($000) $1,651 Avg Close — Range —
Q3 2022
Shares 14,378 Value ($000) $2,371 Avg Close — Range —
Q2 2022
Shares 10,774 Value ($000) $1,825 Avg Close — Range —
Q1 2022
Shares 11,690 Value ($000) $2,400 Avg Close — Range —
Q4 2021
Shares 8,859 Value ($000) $1,971 Avg Close — Range —
Q3 2021
Shares 5,057 Value ($000) $1,106 Avg Close — Range —
Q2 2021
Shares 5,505 Value ($000) $1,263 Avg Close — Range —
Q1 2021
Shares 4,630 Value ($000) $1,023 Avg Close — Range —
Q4 2020
Shares 7,528 Value ($000) $1,476 Avg Close — Range —
Q3 2020
Shares 13,424 Value ($000) $2,011 Avg Close — Range —
Q2 2020
Shares 12,312 Value ($000) $1,763 Avg Close — Range —
Q1 2020
Shares 4,869 Value ($000) $557 Avg Close — Range —
Q4 2019
Shares 4,613 Value ($000) $764 Avg Close — Range —
Q3 2019
Shares 2,986 Value ($000) $452 Avg Close — Range —
Q2 2019
Shares 2,023 Value ($000) $315 Avg Close — Range —
Q1 2019
Shares 1,779 Value ($000) $272 Avg Close — Range —
Q4 2017
Shares 1,759 Value ($000) $268 Avg Close — Range —
Q2 2017
Shares 2,056 Value ($000) $291 Avg Close — Range —
Q3 2014
Shares 157 Value ($000) $17 Avg Close — Range —
Q2 2014
Shares 157 Value ($000) $19 Avg Close — Range —
Q1 2014
Shares 157 Value ($000) $18 Avg Close — Range —
Q4 2013
Shares 40,067 Value ($000) $4,622 Avg Close — Range —
Q3 2013
Shares 46,203 Value ($000) $4,926 Avg Close — Range —
Q2 2013
Shares 54,628 Value ($000) $5,299 Avg Close — Range —