VIRTUS ETF TR II

Ticker: JOET CUSIP: 92790A504 Class: VIRTUS US QLTY

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

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

Q4 2025
Shares 36,851 Value ($000) $1,548 Avg Close — Range —
Q3 2025
Shares 37,089 Value ($000) $1,595 Avg Close — Range —
Q2 2025
Shares 39,272 Value ($000) $1,606 Avg Close — Range —
Q1 2025
Shares 40,372 Value ($000) $1,476 Avg Close — Range —
Q4 2024
Shares 40,372 Value ($000) $1,525 Avg Close — Range —
Q3 2024
Shares 40,637 Value ($000) $1,495 Avg Close — Range —
Q2 2024
Shares 41,898 Value ($000) $1,438 Avg Close — Range —
Q1 2024
Shares 42,190 Value ($000) $1,452 Avg Close — Range —
Q4 2023
Shares 42,185 Value ($000) $1,294 Avg Close — Range —
Q3 2023
Shares 42,395 Value ($000) $1,182 Avg Close — Range —
Q2 2023
Shares 42,395 Value ($000) $1,220 Avg Close — Range —
Q1 2023
Shares 42,895 Value ($000) $1,180 Avg Close — Range —
Q4 2022
Shares 30,832 Value ($000) $824 Avg Close — Range —