ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 6,232 Value ($000) $710 Avg Close Range
Q3 2025
Shares 11,489 Value ($000) $1,308 Avg Close Range
Q2 2025
Shares 11,103 Value ($000) $1,244 Avg Close Range
Q1 2025
Shares 11,692 Value ($000) $1,169 Avg Close Range
Q4 2024
Shares 11,575 Value ($000) $1,121 Avg Close Range
Q3 2024
Shares 11,390 Value ($000) $1,226 Avg Close Range
Q2 2024
Shares 10,845 Value ($000) $1,109 Avg Close Range
Q1 2024
Shares 11,004 Value ($000) $1,142 Avg Close Range
Q4 2023
Shares 11,077 Value ($000) $1,073 Avg Close Range
Q3 2023
Shares 9,883 Value ($000) $853 Avg Close Range
Q2 2023
Shares 8,926 Value ($000) $852 Avg Close Range
Q1 2023
Shares 9,557 Value ($000) $895 Avg Close Range
Q4 2022
Shares 9,931 Value ($000) $832 Avg Close Range
Q3 2022
Shares 10,880 Value ($000) $789 Avg Close Range
Q2 2022
Shares 11,083 Value ($000) $892 Avg Close Range
Q1 2022
Shares 10,186 Value ($000) $981 Avg Close Range
Q4 2021
Shares 10,429 Value ($000) $1,150 Avg Close Range
Q3 2021
Shares 9,219 Value ($000) $982 Avg Close Range
Q2 2021
Shares 10,295 Value ($000) $1,104 Avg Close Range
Q1 2021
Shares 10,238 Value ($000) $1,029 Avg Close Range
Q4 2020
Shares 10,164 Value ($000) $1,026 Avg Close Range
Q3 2020
Shares 11,035 Value ($000) $992 Avg Close Range
Q2 2020
Shares 11,106 Value ($000) $923 Avg Close Range
Q1 2020
Shares 7,466 Value ($000) $531 Avg Close Range
Q4 2019
Shares 15,290 Value ($000) $1,322 Avg Close Range
Q3 2019
Shares 16,997 Value ($000) $1,368 Avg Close Range
Q3 2017
Shares 8,335 Value ($000) $645 Avg Close Range