ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q4 2025
Shares 20,175 Value ($000) $1,312 Avg Close — Range —
Q3 2025
Shares 19,682 Value ($000) $1,267 Avg Close — Range —
Q2 2025
Shares 19,862 Value ($000) $1,223 Avg Close — Range —
Q1 2025
Shares 14,434 Value ($000) $831 Avg Close — Range —
Q4 2024
Shares 13,053 Value ($000) $748 Avg Close — Range —
Q3 2024
Shares 12,961 Value ($000) $768 Avg Close — Range —
Q2 2024
Shares 11,397 Value ($000) $642 Avg Close — Range —
Q1 2024
Shares 9,133 Value ($000) $508 Avg Close — Range —
Q4 2023
Shares 8,123 Value ($000) $432 Avg Close — Range —
Q4 2019
Shares 15 Value ($000) $1 Avg Close — Range —