Institute for Wealth Management’s Ares Management ARES Stock Holding History

Institute for Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Sell
2025 Q1	$2.35M	Buy
2024 Q4	$2.79M	Buy
2024 Q3	$2.43M	Buy
2024 Q2	$1.96M	Buy
2024 Q1	$1.84M	Buy