ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 3,108 Value ($000) $778 Avg Close Range
Q3 2025
Shares 4,068 Value ($000) $1,043 Avg Close Range
Q2 2025
Shares 4,012 Value ($000) $964 Avg Close Range
Q1 2025
Shares 3,594 Value ($000) $726 Avg Close Range
Q4 2024
Shares 3,644 Value ($000) $754 Avg Close Range
Q3 2024
Shares 3,632 Value ($000) $736 Avg Close Range
Q2 2024
Shares 3,631 Value ($000) $708 Avg Close Range
Q1 2024
Shares 3,633 Value ($000) $681 Avg Close Range
Q4 2023
Shares 3,633 Value ($000) $570 Avg Close Range
Q3 2023
Shares 3,630 Value ($000) $507 Avg Close Range
Q2 2023
Shares 3,630 Value ($000) $524 Avg Close Range
Q1 2023
Shares 3,628 Value ($000) $504 Avg Close Range
Q4 2022
Shares 3,699 Value ($000) $540 Avg Close Range
Q3 2022
Shares 3,737 Value ($000) $490 Avg Close Range
Q2 2022
Shares 3,777 Value ($000) $515 Avg Close Range
Q1 2022
Shares 3,776 Value ($000) $635 Avg Close Range
Q4 2021
Shares 3,774 Value ($000) $686 Avg Close Range
Q3 2021
Shares 4,043 Value ($000) $710 Avg Close Range
Q2 2021
Shares 4,042 Value ($000) $701 Avg Close Range
Q1 2021
Shares 4,042 Value ($000) $650 Avg Close Range
Q4 2020
Shares 4,084 Value ($000) $659 Avg Close Range
Q3 2020
Shares 3,768 Value ($000) $555 Avg Close Range
Q2 2020
Shares 3,322 Value ($000) $435 Avg Close Range
Q1 2020
Shares 3,531 Value ($000) $376 Avg Close Range
Q4 2019
Shares 3,658 Value ($000) $459 Avg Close Range
Q3 2019
Shares 3,648 Value ($000) $435 Avg Close Range
Q2 2019
Shares 3,713 Value ($000) $440 Avg Close Range
Q1 2019
Shares 3,718 Value ($000) $417 Avg Close Range
Q4 2018
Shares 3,972 Value ($000) $398 Avg Close Range