Institute For Wealth Management, Llc. ETFs

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$578,000 0.07% of portfolio	10,268	Q4 2024 New
XMVM Invesco ETF Fd Tr Invesco S&P	$0	$562,000 0.07% of portfolio	10,151	Q4 2024 Added 0.02%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$559,000 0.07% of portfolio	13,033	Q4 2024 Added 12.29%
IWD Ishares Russell 1000 Val ETF	$0	$555,000 0.07% of portfolio	2,999	Q4 2024 Reduced 0.53%
PEY Invesco Exchange Traded Fd Tr	$0	$534,000 0.07% of portfolio	25,156	Q4 2024 Reduced 0.06%
XLV Select Sector Spdr Fund Health	$0	$532,000 0.07% of portfolio	3,873	Q4 2024 Reduced 1.22%
XSVM Invesco S&P Smallcap Value Wit	$0	$530,000 0.07% of portfolio	9,740	Q2 2020 New
IGV Ishares Expanded Tech Software	$0	$515,000 0.07% of portfolio	5,150	Q4 2024 Added 5.21%
IEFA Ishares Tr	$0	$504,000 0.06% of portfolio	7,183	Q4 2024 Added 1.63%
QLD Proshares Ultra Qqq	$0	$475,000 0.06% of portfolio	4,391	Q4 2024 Reduced 2.64%
XLB Select Sector Spdr Fd Material	$0	$462,000 0.06% of portfolio	5,500	Q3 2024 Added 0.11%
GLD Spdr Gold Trust	$96.1B	$462,000 0.06% of portfolio	1,911	Q4 2024 Added 3.02%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$454,000 0.06% of portfolio	1,068	Q4 2024 Added 0.28%
VTWO Vanguard Russell 2000 ETF	$0	$452,000 0.06% of portfolio	5,066	Q2 2024 New
HYGV Flexshares Tr High Yield Value	$0	$449,000 0.06% of portfolio	11,047	Q4 2024 Added 0.64%
BNDX Vanguard Total International B	$0	$449,000 0.06% of portfolio	9,154	Q4 2024 Reduced 6.15%
IBB Ishares Biotechnology ETF	$0	$446,000 0.06% of portfolio	3,377	Q3 2024 Reduced 6.12%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$432,000 0.05% of portfolio	8,478	Q4 2024 Reduced 2.25%
VOT Vanguard Mid Cap Growth Index	$0	$426,000 0.05% of portfolio	1,681	Q4 2024 Added 0.06%
XRT Spdr Series Tr Spdr S&P Retail	$0	$411,000 0.05% of portfolio	5,164	Q1 2024 Added 0.31%
TFLO Ishares Treasury Floating Rate	$0	$402,000 0.05% of portfolio	7,978	Q4 2024 Added 1.19%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$386,000 0.05% of portfolio	8,320	Q4 2024 Added 1.3%
DFIV Dimensional ETF Tr	$0	$374,000 0.05% of portfolio	10,552	Q1 2024 New
QQEW First Tr Nasdaq 100 Equal Weig	$0	$370,000 0.05% of portfolio	2,965	Q3 2023 Reduced 0.17%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$364,000 0.05% of portfolio	640	Q4 2024 Reduced 38.46%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$354,000 0.04% of portfolio	3,097	Q4 2024 Added 0.19%
IJR Ishares Core S&P Sm Cap ETF	$0	$325,000 0.04% of portfolio	2,824	Q4 2024 Added 1.04%
IVE Ishares S&P 500 Value ETF	$0	$323,000 0.04% of portfolio	1,697	Q4 2024 Added 7.61%
VYM Vanguard Whitehall Fds (Vangua	$0	$323,000 0.04% of portfolio	2,535	Q4 2024 Reduced 7.52%
DLN Wisdomtree Tr U.S Largecap Div	$0	$317,000 0.04% of portfolio	4,084	Q4 2024 Reduced 1.54%
IEMG Ishares Inc	$0	$316,000 0.04% of portfolio	5,908	Q4 2024 Added 1.74%
EWW Ishares Inc Msci Mexico ETF	$0	$307,000 0.04% of portfolio	5,392	Q4 2024 Reduced 1.53%
DFUV Dimensional ETF Tr Us Marketwi	$0	$306,000 0.04% of portfolio	7,491	Q1 2024 New
XLU Utilities Sector Spdr	$0	$302,000 0.04% of portfolio	3,991	Q3 2024 Reduced 0.45%
SDY Spdr Series Tr Spdr S&P Divide	$0	$294,000 0.04% of portfolio	2,229	Q4 2023 Reduced 1.72%
VTWG Vanguard Russell 2000 Growth E	$0	$291,000 0.04% of portfolio	1,388	Q2 2024 New
FXL First Tr Exchange Traded Fd Fi	$0	$289,000 0.04% of portfolio	1,950	Q4 2024 Reduced 2.5%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$288,000 0.04% of portfolio	3,858	Q4 2024 Reduced 5.46%
TIP Ishares Tr Tips Bd ETF	$0	$282,000 0.04% of portfolio	2,652	Q4 2024 Reduced 1.41%
PGF Invesco Exchange Traded Fd Tr	$0	$280,000 0.04% of portfolio	19,300	Q3 2024 Reduced 1.53%
IJK Ishares S&P Midcap 400 Growth	$0	$275,000 0.03% of portfolio	3,032	Q2 2024 Reduced 5.78%
IWO Ishares Russell 2000 Gwt ETF	$0	$274,000 0.03% of portfolio	953	Q2 2024 Reduced 89.46%
XLP Consumer Staples Sector Spdr	$0	$268,000 0.03% of portfolio	3,531	Q4 2024 Added 9.25%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$267,000 0.03% of portfolio	10,849	Q4 2024 Added 25.06%
SSO Proshares Ultra S&P 500	$0	$265,000 0.03% of portfolio	2,865	Q4 2024 Reduced 3.7%
DVY Ishares Tr	$0	$263,000 0.03% of portfolio	2,006	Q2 2024 Added 12.7%
FTC First Tr Lge Cap Growth	$0	$261,000 0.03% of portfolio	1,896	Q2 2024 Reduced 0.89%
FDL First Tr Morningstar Dividend	$0	$261,000 0.03% of portfolio	6,507	Q4 2024 Reduced 1.38%
EFA Ishares Tr Msci Eafe ETF	$0	$260,000 0.03% of portfolio	3,447	Q4 2024 Added 8.26%
KBE Spdr S&P Bank ETF	$0	$255,000 0.03% of portfolio	4,606	Q4 2024 Added 4.28%

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