Institute For Wealth Management, Llc. ETFs

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAT Dimensional ETF Tr U S Target	$0	$657,000 0.08% of portfolio	12,186	Q2 2025 Reduced 0.09%
IYT Ishares Tr U.S. Transportation	$0	$652,000 0.07% of portfolio	9,513	Q2 2025 Reduced 2.45%
EPS Wisdomtree U.S. Largecap Fund	$0	$634,000 0.07% of portfolio	9,910	Q3 2024 Reduced 6.31%
RSP Invesco S&P 500 Equal Weight E	$0	$612,000 0.07% of portfolio	3,369	Q2 2025 Added 0.66%
IEFA Ishares Tr	$0	$586,000 0.07% of portfolio	7,029	Q2 2025 Reduced 1.61%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$582,000 0.07% of portfolio	13,351	Q2 2025 Added 1.13%
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$579,000 0.07% of portfolio	11,951	Q2 2025 Added 39.88%
VIS Vanguard Industrial ETF	$0	$569,000 0.07% of portfolio	2,032	Q2 2025 Reduced 28.53%
JETS ETF Ser Solutions U S Global J	$0	$553,000 0.06% of portfolio	24,103	Q2 2025 Added 0.98%
VDC Vanguard Consumer Staples ETF	$0	$552,000 0.06% of portfolio	2,525	Q2 2025 Reduced 9.63%
XMVM Invesco ETF Fd Tr Invesco S&P	$0	$549,000 0.06% of portfolio	9,876	Q2 2025 Reduced 2.74%
IWD Ishares Russell 1000 Val ETF	$0	$531,000 0.06% of portfolio	2,735	Q2 2025 Reduced 8.53%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$519,000 0.06% of portfolio	1,178	Q2 2025 Added 10.2%
QLD Proshares Ultra Qqq	$0	$516,000 0.06% of portfolio	4,391	Q4 2024 Reduced 2.64%
EDV Vanguard Extended Duration Tre	$0	$514,000 0.06% of portfolio	7,648	Q2 2025 New
PEY Invesco Exchange Traded Fd Tr	$0	$513,000 0.06% of portfolio	25,156	Q4 2024 Reduced 0.06%
SPGP Invesco Exchange Traded Fd Tr	$0	$513,000 0.06% of portfolio	4,767	Q2 2025 Reduced 16.43%
XLV Select Sector Spdr Fund Health	$0	$508,000 0.06% of portfolio	3,769	Q2 2025 Added 0.03%
XSVM Invesco S&P Smallcap Value Wit	$0	$506,000 0.06% of portfolio	9,740	Q2 2020 New
XLB Select Sector Spdr Fd Material	$0	$482,000 0.06% of portfolio	5,500	Q3 2024 Added 0.11%
XLU Utilities Sector Spdr	$0	$469,000 0.05% of portfolio	5,746	Q2 2025 Added 77.4%
HYGV Flexshares Tr High Yield Value	$0	$456,000 0.05% of portfolio	11,123	Q2 2025 Added 9.06%
DFIV Dimensional ETF Tr	$0	$451,000 0.05% of portfolio	10,552	Q1 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$443,000 0.05% of portfolio	783	Q2 2025 Reduced 5.89%
VTWO Vanguard Russell 2000 ETF	$0	$441,000 0.05% of portfolio	5,066	Q2 2024 New
TFLO Ishares Treasury Floating Rate	$0	$431,000 0.05% of portfolio	8,518	Q2 2025 Added 1.76%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$424,000 0.05% of portfolio	8,478	Q4 2024 Reduced 2.25%
BNDX Vanguard Total International B	$0	$420,000 0.05% of portfolio	8,491	Q2 2025 Reduced 2.76%
IBB Ishares Biotechnology ETF	$0	$416,000 0.05% of portfolio	3,292	Q2 2025 Reduced 2.52%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$404,000 0.05% of portfolio	2,965	Q3 2023 Reduced 0.17%
XRT Spdr Series Tr Spdr S&P Retail	$0	$393,000 0.04% of portfolio	5,102	Q2 2025 Reduced 0.23%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$392,000 0.04% of portfolio	15,576	Q2 2025 Added 24.53%
NULV Nuveen Esg Large Cap Value ETF	$0	$365,000 0.04% of portfolio	8,712	Q2 2025 Added 27.72%
MLPA Global X Mlp ETF	$0	$340,000 0.04% of portfolio	6,786	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$337,000 0.04% of portfolio	3,773	Q2 2025 Added 10.22%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$333,000 0.04% of portfolio	3,309	Q2 2025 Added 28.6%
EFV Msci Eafe Value ETF	$0	$329,000 0.04% of portfolio	5,191	Q2 2025 Added 0.02%
DLN Wisdomtree Tr U.S Largecap Div	$0	$324,000 0.04% of portfolio	3,956	Q2 2025 Reduced 0.33%
VYM Vanguard Whitehall Fds (Vangua	$0	$318,000 0.04% of portfolio	2,388	Q2 2025 Reduced 34.45%
DFUV Dimensional ETF Tr Us Marketwi	$0	$316,000 0.04% of portfolio	7,491	Q1 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$314,000 0.04% of portfolio	2,318	Q1 2025 Added 3.99%
IEMG Ishares Inc	$0	$309,000 0.04% of portfolio	5,774	Q2 2025 Reduced 1.72%
XLP Consumer Staples Sector Spdr	$0	$308,000 0.04% of portfolio	4,060	Q2 2025 New
FXL First Tr Exchange Traded Fd Fi	$0	$306,000 0.04% of portfolio	1,950	Q4 2024 Reduced 2.5%
EWW Ishares Inc Msci Mexico ETF	$0	$303,000 0.03% of portfolio	5,323	Q1 2025 Reduced 1.28%
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$301,000 0.03% of portfolio	7,088	Q2 2025 Added 5.84%
VDE Vanguard Energy ETF	$0	$291,000 0.03% of portfolio	2,432	Q2 2025 Reduced 61.24%
FTC First Tr Lge Cap Growth	$0	$286,000 0.03% of portfolio	1,896	Q2 2024 Reduced 0.89%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$278,000 0.03% of portfolio	3,672	Q2 2025 Added 0.03%
IJK Ishares S&P Midcap 400 Growth	$0	$275,000 0.03% of portfolio	3,032	Q2 2024 Reduced 5.78%

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