ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

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

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

Q4 2025
Shares 11,273 Value ($000) $956 Avg Close — Range —
Q3 2025
Shares 10,565 Value ($000) $767 Avg Close — Range —
Q2 2025
Shares 11,198 Value ($000) $734 Avg Close — Range —
Q1 2025
Shares 11,283 Value ($000) $796 Avg Close — Range —
Q4 2024
Shares 10,992 Value ($000) $722 Avg Close — Range —
Q3 2024
Shares 11,027 Value ($000) $779 Avg Close — Range —
Q2 2024
Shares 10,932 Value ($000) $725 Avg Close — Range —
Q1 2024
Shares 10,811 Value ($000) $734 Avg Close — Range —
Q4 2023
Shares 3,638 Value ($000) $674 Avg Close — Range —
Q3 2023
Shares 3,370 Value ($000) $596 Avg Close — Range —
Q2 2023
Shares 3,420 Value ($000) $613 Avg Close — Range —
Q1 2023
Shares 3,366 Value ($000) $590 Avg Close — Range —
Q4 2022
Shares 3,407 Value ($000) $634 Avg Close — Range —
Q3 2022
Shares 2,871 Value ($000) $487 Avg Close — Range —
Q2 2022
Shares 2,832 Value ($000) $543 Avg Close — Range —
Q1 2022
Shares 2,400 Value ($000) $466 Avg Close — Range —
Q4 2021
Shares 2,068 Value ($000) $413 Avg Close — Range —
Q3 2021
Shares 1,548 Value ($000) $283 Avg Close — Range —