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
SSO Proshares Ultra S&P 500	$0	$274,000 0.03% of portfolio	2,814	Q2 2025 Reduced 1.78%
FDL First Tr Morningstar Dividend	$0	$272,000 0.03% of portfolio	6,507	Q4 2024 Reduced 1.38%
IWO Ishares Russell 2000 Gwt ETF	$0	$272,000 0.03% of portfolio	953	Q2 2024 Reduced 89.46%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$270,000 0.03% of portfolio	5,529	Q2 2025 Reduced 0.7%
MORT Vaneck ETF Tr Mtg Reit Income	$0	$270,000 0.03% of portfolio	25,811	Q2 2025 Added 74.69%
IGF Ishares Global Infrastructure	$0	$268,000 0.03% of portfolio	4,530	Q2 2025 Reduced 0.55%
PGF Invesco Exchange Traded Fd Tr	$0	$265,000 0.03% of portfolio	18,847	Q2 2025 Reduced 1.84%
PSI Invesco Exchange Traded Fd Tr	$0	$261,000 0.03% of portfolio	4,365	Q4 2023 New
MGC Vanguard Mega Cap ETF	$0	$257,000 0.03% of portfolio	1,147	Q2 2025 Reduced 4.18%
KBE Spdr S&P Bank ETF	$0	$244,000 0.03% of portfolio	4,380	Q2 2025 Reduced 6.53%
SUSL Ishares Tr Esg Msci Usa Leader	$0	$238,000 0.03% of portfolio	2,200	Q1 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$232,000 0.03% of portfolio	1,679	Q2 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$229,000 0.03% of portfolio	4,829	Q2 2025 Reduced 2.37%
ITA Ishares Tr	$0	$223,000 0.03% of portfolio	1,186	Q2 2025 New
BAR Granite Shares Gold Trust	$1.87B	$221,000 0.03% of portfolio	6,789	Q2 2025 Added 2.4%
TIP Ishares Tr Tips Bd ETF	$0	$220,000 0.03% of portfolio	2,006	Q2 2025 Reduced 0.69%
EES Wisdomtree U.S. Smallcap Fund	$0	$218,000 0.02% of portfolio	4,290	Q4 2023 New
DVY Ishares Tr	$0	$216,000 0.02% of portfolio	1,630	Q2 2025 Reduced 18.74%
EWC Ishares Msci Canada ETF	$0	$215,000 0.02% of portfolio	4,654	Q2 2025 New
IGV Ishares Expanded Tech Software	$0	$211,000 0.02% of portfolio	1,930	Q2 2025 Reduced 62.52%
FLTR Vaneck ETF Tr Investment Grade	$0	$211,000 0.02% of portfolio	8,300	Q2 2025 Reduced 2.35%
IEI Ishares Barclays 3 7 Yr Treas	$0	$204,000 0.02% of portfolio	1,714	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$201,000 0.02% of portfolio	477	Q2 2025 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$200,000 0.02% of portfolio	5,405	Q2 2025 New
ITB Ishares Tr	$0	$200,000 0.02% of portfolio	2,150	Q4 2024 New
IEF Ishares Barclays	$0	$200,000 0.02% of portfolio	2,096	Q2 2025 New

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