ISHARES TR

Ticker: ITB CUSIP: 464288752 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,150 Value ($000) $207 Avg Close — Range —
Q3 2025
Shares 2,150 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 2,150 Value ($000) $200 Avg Close — Range —
Q1 2025
Shares 2,150 Value ($000) $205 Avg Close — Range —
Q4 2024
Shares 2,150 Value ($000) $222 Avg Close — Range —
Q4 2019
Shares 1,780 Value ($000) $79 Avg Close — Range —