ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

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

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

Q4 2025
Shares 29,278 Value ($000) $1,820 Avg Close — Range —
Q3 2025
Shares 28,193 Value ($000) $1,694 Avg Close — Range —
Q2 2025
Shares 29,520 Value ($000) $1,849 Avg Close — Range —
Q1 2025
Shares 29,813 Value ($000) $1,794 Avg Close — Range —
Q4 2024
Shares 29,281 Value ($000) $1,709 Avg Close — Range —
Q3 2024
Shares 29,559 Value ($000) $1,751 Avg Close — Range —
Q2 2024
Shares 28,911 Value ($000) $1,620 Avg Close — Range —
Q1 2024
Shares 28,835 Value ($000) $1,689 Avg Close — Range —
Q4 2023
Shares 28,841 Value ($000) $1,557 Avg Close — Range —
Q3 2023
Shares 29,857 Value ($000) $1,448 Avg Close — Range —
Q2 2023
Shares 29,253 Value ($000) $1,652 Avg Close — Range —
Q1 2023
Shares 29,340 Value ($000) $1,584 Avg Close — Range —
Q4 2022
Shares 29,498 Value ($000) $1,551 Avg Close — Range —
Q3 2022
Shares 27,595 Value ($000) $1,302 Avg Close — Range —
Q2 2022
Shares 26,993 Value ($000) $1,362 Avg Close — Range —
Q1 2022
Shares 25,699 Value ($000) $1,567 Avg Close — Range —
Q4 2021
Shares 24,894 Value ($000) $1,639 Avg Close — Range —
Q3 2021
Shares 23,496 Value ($000) $1,475 Avg Close — Range —
Q2 2021
Shares 3,412 Value ($000) $1,232 Avg Close — Range —
Q1 2021
Shares 3,234 Value ($000) $1,068 Avg Close — Range —
Q4 2020
Shares 2,716 Value ($000) $889 Avg Close — Range —
Q3 2020
Shares 1,834 Value ($000) $550 Avg Close — Range —
Q2 2020
Shares 1,672 Value ($000) $443 Avg Close — Range —
Q1 2020
Shares 1,537 Value ($000) $346 Avg Close — Range —
Q4 2019
Shares 1,682 Value ($000) $445 Avg Close — Range —
Q3 2019
Shares 841 Value ($000) $208 Avg Close — Range —