ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 3,192 Value ($000) $152 Avg Close — Range —
Q3 2025
Shares 3,967 Value ($000) $168 Avg Close — Range —
Q2 2025
Shares 11,244 Value ($000) $498 Avg Close — Range —
Q1 2025
Shares 9,387 Value ($000) $394 Avg Close — Range —
Q4 2024
Shares 9,402 Value ($000) $391 Avg Close — Range —