ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 9,363 Value ($000) $3,622 Avg Close — Range —
Q3 2025
Shares 9,363 Value ($000) $3,548 Avg Close — Range —
Q2 2025
Shares 9,363 Value ($000) $3,286 Avg Close — Range —
Q1 2025
Shares 9,363 Value ($000) $2,974 Avg Close — Range —
Q4 2024
Shares 9,363 Value ($000) $3,130 Avg Close — Range —
Q3 2024
Shares 9,363 Value ($000) $3,059 Avg Close — Range —
Q2 2024
Shares 9,363 Value ($000) $2,890 Avg Close — Range —
Q1 2024
Shares 9,363 Value ($000) $2,810 Avg Close — Range —
Q4 2023
Shares 9,363 Value ($000) $2,563 Avg Close — Range —
Q3 2023
Shares 9,363 Value ($000) $2,294 Avg Close — Range —
Q2 2023
Shares 9,363 Value ($000) $2,383 Avg Close — Range —
Q1 2023
Shares 9,363 Value ($000) $2,204 Avg Close — Range —
Q4 2022
Shares 9,363 Value ($000) $2,066 Avg Close — Range —
Q3 2022
Shares 9,363 Value ($000) $1,939 Avg Close — Range —
Q2 2022
Shares 9,363 Value ($000) $2,035 Avg Close — Range —
Q1 2022
Shares 9,363 Value ($000) $2,457 Avg Close — Range —
Q4 2021
Shares 9,363 Value ($000) $2,598 Avg Close — Range —
Q3 2021
Shares 9,363 Value ($000) $2,386 Avg Close — Range —
Q2 2021
Shares 9,363 Value ($000) $2,396 Avg Close — Range —
Q1 2021
Shares 9,363 Value ($000) $2,221 Avg Close — Range —
Q4 2020
Shares 9,219 Value ($000) $2,061 Avg Close — Range —
Q3 2020
Shares 8,123 Value ($000) $1,590 Avg Close — Range —