ISHARES TR

Ticker: HEWJ CUSIP: 46434V886 Class: Common Stock

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

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

Q4 2021
Shares 5,254 Value ($000) $208 Avg Close — Range —
Q3 2021
Shares 5,799 Value ($000) $233 Avg Close — Range —
Q2 2021
Shares 5,930 Value ($000) $230 Avg Close — Range —
Q1 2021
Shares 5,939 Value ($000) $231 Avg Close — Range —
Q4 2020
Shares 6,678 Value ($000) $240 Avg Close — Range —
Q3 2020
Shares 7,312 Value ($000) $234 Avg Close — Range —
Q2 2020
Shares 7,831 Value ($000) $241 Avg Close — Range —
Q1 2020
Shares 8,566 Value ($000) $233 Avg Close — Range —
Q4 2019
Shares 9,180 Value ($000) $303 Avg Close — Range —
Q3 2019
Shares 10,403 Value ($000) $324 Avg Close — Range —
Q2 2019
Shares 14,987 Value ($000) $455 Avg Close — Range —
Q1 2019
Shares 15,680 Value ($000) $483 Avg Close — Range —
Q4 2018
Shares 19,201 Value ($000) $539 Avg Close — Range —
Q3 2018
Shares 19,903 Value ($000) $678 Avg Close — Range —
Q2 2018
Shares 21,179 Value ($000) $683 Avg Close — Range —
Q1 2018
Shares 22,171 Value ($000) $725 Avg Close — Range —
Q4 2017
Shares 47,799 Value ($000) $1,622 Avg Close — Range —