ISHARES TR

Ticker: IWC CUSIP: 464288869 Class: MICRO-CAP ETF

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

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

Q4 2025
Shares 20,082 Value ($000) $3,167 Avg Close — Range —
Q3 2025
Shares 19,975 Value ($000) $2,978 Avg Close — Range —
Q2 2025
Shares 20,181 Value ($000) $2,576 Avg Close — Range —
Q1 2025
Shares 20,181 Value ($000) $2,238 Avg Close — Range —
Q4 2024
Shares 8,102 Value ($000) $1,056 Avg Close — Range —
Q3 2024
Shares 8,084 Value ($000) $997 Avg Close — Range —
Q2 2024
Shares 7,959 Value ($000) $907 Avg Close — Range —
Q1 2024
Shares 7,057 Value ($000) $855 Avg Close — Range —
Q4 2023
Shares 7,793 Value ($000) $904 Avg Close — Range —
Q3 2023
Shares 4,872 Value ($000) $488 Avg Close — Range —
Q2 2023
Shares 2,995 Value ($000) $327 Avg Close — Range —
Q1 2023
Shares 3,150 Value ($000) $329 Avg Close — Range —
Q4 2022
Shares 3,452 Value ($000) $372 Avg Close — Range —
Q3 2022
Shares 3,429 Value ($000) $355 Avg Close — Range —
Q2 2022
Shares 3,452 Value ($000) $359 Avg Close — Range —
Q1 2022
Shares 2,999 Value ($000) $386 Avg Close — Range —
Q4 2021
Shares 2,939 Value ($000) $411 Avg Close — Range —
Q3 2021
Shares 2,524 Value ($000) $364 Avg Close — Range —
Q2 2021
Shares 1,839 Value ($000) $281 Avg Close — Range —
Q1 2021
Shares 1,655 Value ($000) $243 Avg Close — Range —
Q4 2019
Shares 67 Value ($000) $7 Avg Close — Range —