ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q2 2020
Shares 9,976 Value ($000) $434 Avg Close — Range —
Q1 2020
Shares 8,790 Value ($000) $344 Avg Close — Range —
Q4 2019
Shares 8,144 Value ($000) $445 Avg Close — Range —
Q3 2019
Shares 7,534 Value ($000) $419 Avg Close — Range —
Q2 2019
Shares 6,895 Value ($000) $359 Avg Close — Range —
Q1 2019
Shares 5,943 Value ($000) $307 Avg Close — Range —