Iams Wealth Management, LLC ETFs

Iams Wealth Management, LLC

$218 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWB Ishares Tr Russell 1000 ETF	$0	$529 Million 0.24% of portfolio	1,559	Q2 2025 New
FDL First Tr Morningstar Dividend	$0	$517 Million 0.24% of portfolio	12,337	Q2 2025 Reduced 1.49%
VIG Vanguard Dividend Appreciation	$0	$486 Million 0.22% of portfolio	2,376	Q2 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$479 Million 0.22% of portfolio	5,105	Q2 2025 Added 2.1%
XLI Industrial Sector Spdr	$0	$463 Million 0.21% of portfolio	3,135	Q2 2025 Reduced 1.45%
HYEM Vaneck ETF Tr Emerging Markets	$0	$426 Million 0.2% of portfolio	21,506	Q2 2025 New
GLD Spdr Gold Trust	$106B	$421 Million 0.19% of portfolio	1,381	Q2 2025 Added 29.19%
UCON First Tr ETF Viii Tcw Unconstr	$0	$417 Million 0.19% of portfolio	16,773	Q2 2025 Reduced 14.18%
SPLB Spdr Portfolio Long Term Corpo	$0	$407 Million 0.19% of portfolio	18,024	Q2 2025 Added 27.9%
HYLS First Tr Tactical High Yield L	$0	$400 Million 0.18% of portfolio	9,573	Q2 2025 Added 0.8%
SPSM Spdr Portfolio S&P 600 Small C	$0	$396 Million 0.18% of portfolio	9,291	Q2 2025 Added 81.71%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$380 Million 0.17% of portfolio	7,563	Q2 2025 Reduced 8.45%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$379 Million 0.17% of portfolio	4,771	Q2 2025 Reduced 8.02%
VRIG Invesco Actively Managed ETF F	$0	$378 Million 0.17% of portfolio	15,099	Q2 2025 New
JHMM John Hancock Multifactor Mid C	$0	$377 Million 0.17% of portfolio	6,166	Q2 2025 Reduced 1.45%
JHSC John Hancock ETF Tr Multifacto	$0	$370 Million 0.17% of portfolio	9,462	Q2 2025 Added 0.16%
SPGP Invesco Exchange Traded Fd Tr	$0	$368 Million 0.17% of portfolio	3,416	Q2 2025 Reduced 9.92%
SPMD Spdr Portfolio	$0	$351 Million 0.16% of portfolio	6,449	Q2 2025 Added 4.2%
DFAC Dimensional ETF Tr U S Core Eq	$0	$346 Million 0.16% of portfolio	9,646	Q4 2023 New
JNK Spdr Bloomberg High Yield Bond	$0	$336 Million 0.15% of portfolio	3,451	Q2 2025 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$291 Million 0.13% of portfolio	7,825	Q2 2025 Reduced 2.18%
XLU Utilities Sector Spdr	$0	$288 Million 0.13% of portfolio	3,525	Q2 2025 Reduced 2.97%
TLH Ishares Barclays 10 20 Yr Trea	$0	$284 Million 0.13% of portfolio	2,796	Q2 2025 Reduced 24.23%
IEFA Ishares Tr	$0	$253 Million 0.12% of portfolio	3,034	Q3 2024 New
SRLN Ssga Active Trust	$0	$236 Million 0.11% of portfolio	5,669	Q2 2025 Added 13.18%
VGLT Vanguard Long Term Treasury Et	$0	$228 Million 0.1% of portfolio	4,056	Q2 2025 New
VUG Vanguard Growth ETF	$0	$219 Million 0.1% of portfolio	498	Q2 2025 New
FID First Tr Exchange Trded Fd Vi	$0	$209 Million 0.1% of portfolio	10,882	Q2 2025 Reduced 13.37%
JQUA J P Morgan ETF Tr U S Quality	$0	$203 Million 0.09% of portfolio	3,380	Q2 2025 New
XLE Energy Sector Spdr	$0	$202 Million 0.09% of portfolio	2,385	Q2 2025 Reduced 62.78%
TIPX Spdr Bloomberg 1 10 Year Tips	$0	$200 Million 0.09% of portfolio	10,450	Q2 2025 New

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