ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q1 2021
Shares 9,880 Value ($000) $866 Avg Close — Range —
Q4 2020
Shares 15,674 Value ($000) $1,334 Avg Close — Range —
Q3 2020
Shares 3,916 Value ($000) $1,179 Avg Close — Range —
Q2 2020
Shares 4,468 Value ($000) $1,205 Avg Close — Range —
Q1 2020
Shares 3,993 Value ($000) $816 Avg Close — Range —
Q4 2019
Shares 5,248 Value ($000) $1,221 Avg Close — Range —
Q3 2019
Shares 5,518 Value ($000) $1,127 Avg Close — Range —
Q2 2019
Shares 5,663 Value ($000) $1,121 Avg Close — Range —
Q1 2014
Shares 24,733 Value ($000) $2,252 Avg Close — Range —
Q4 2013
Shares 22,346 Value ($000) $1,976 Avg Close — Range —
Q3 2013
Shares 61,475 Value ($000) $4,844 Avg Close — Range —
Q2 2013
Shares 38,232 Value ($000) $2,815 Avg Close — Range —