NUSHARES ETF TR

Ticker: NUMG CUSIP: 67092P409 Class: NUVEEN ESG MIDCP

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

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

Q4 2025
Shares 6,756 Value ($000) $323 Avg Close Range
Q3 2025
Shares 10,792 Value ($000) $525 Avg Close Range
Q2 2025
Shares 11,951 Value ($000) $579 Avg Close Range
Q1 2025
Shares 8,544 Value ($000) $367 Avg Close Range
Q4 2024
Shares 4,439 Value ($000) $210 Avg Close Range
Q3 2024
Shares 4,556 Value ($000) $204 Avg Close Range
Q1 2024
Shares 5,121 Value ($000) $228 Avg Close Range
Q4 2023
Shares 5,716 Value ($000) $242 Avg Close Range
Q3 2023
Shares 6,295 Value ($000) $231 Avg Close Range
Q2 2023
Shares 10,756 Value ($000) $420 Avg Close Range
Q1 2023
Shares 11,596 Value ($000) $443 Avg Close Range
Q4 2022
Shares 11,806 Value ($000) $416 Avg Close Range
Q3 2022
Shares 11,806 Value ($000) $389 Avg Close Range
Q2 2022
Shares 11,906 Value ($000) $409 Avg Close Range
Q1 2022
Shares 12,465 Value ($000) $546 Avg Close Range
Q4 2021
Shares 9,734 Value ($000) $479 Avg Close Range
Q3 2021
Shares 9,309 Value ($000) $506 Avg Close Range
Q2 2021
Shares 4,886 Value ($000) $267 Avg Close Range
Q1 2021
Shares 4,080 Value ($000) $204 Avg Close Range