ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2019
Shares 2,102 Value ($000) $290 Avg Close — Range —
Q3 2019
Shares 2,151 Value ($000) $277 Avg Close — Range —
Q2 2019
Shares 2,151 Value ($000) $270 Avg Close — Range —
Q4 2015
Shares 15,560 Value ($000) $1,375 Avg Close — Range —
Q3 2015
Shares 16,527 Value ($000) $1,390 Avg Close — Range —
Q2 2015
Shares 20,205 Value ($000) $1,813 Avg Close — Range —
Q1 2015
Shares 21,715 Value ($000) $1,934 Avg Close — Range —
Q4 2014
Shares 24,110 Value ($000) $2,175 Avg Close — Range —
Q3 2014
Shares 30,094 Value ($000) $2,524 Avg Close — Range —
Q2 2014
Shares 34,833 Value ($000) $2,896 Avg Close — Range —
Q1 2014
Shares 47,571 Value ($000) $3,889 Avg Close — Range —
Q4 2013
Shares 51,515 Value ($000) $4,129 Avg Close — Range —
Q3 2013
Shares 97,251 Value ($000) $7,127 Avg Close — Range —
Q2 2013
Shares 81,368 Value ($000) $5,820 Avg Close — Range —