ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 1,185 Value ($000) $254 Avg Close — Range —
Q3 2025
Shares 1,185 Value ($000) $248 Avg Close — Range —
Q2 2025
Shares 1,186 Value ($000) $224 Avg Close — Range —
Q4 2019
Shares 622 Value ($000) $138 Avg Close — Range —