Institute For Wealth Management, Llc. ETFs

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EPS Wisdomtree U.S. Largecap Fund	$0	$587,000 0.08% of portfolio	9,910	Q3 2024 Reduced 6.31%
VTV Vanguard Value ETF	$0	$586,000 0.08% of portfolio	3,394	Q1 2025 Reduced 13.44%
RSP Invesco S&P 500 Equal Weight E	$0	$579,000 0.08% of portfolio	3,347	Q1 2025 Reduced 7.05%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$573,000 0.08% of portfolio	13,202	Q1 2025 Added 1.3%
SPGP Invesco Exchange Traded Fd Tr	$0	$569,000 0.07% of portfolio	5,704	Q1 2025 Reduced 4.81%
IWD Ishares Russell 1000 Val ETF	$0	$562,000 0.07% of portfolio	2,990	Q1 2025 Reduced 0.3%
XLV Select Sector Spdr Fund Health	$0	$550,000 0.07% of portfolio	3,768	Q1 2025 Reduced 2.71%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$543,000 0.07% of portfolio	10,502	Q1 2025 Added 2.28%
PEY Invesco Exchange Traded Fd Tr	$0	$540,000 0.07% of portfolio	25,156	Q4 2024 Reduced 0.06%
IEFA Ishares Tr	$0	$540,000 0.07% of portfolio	7,144	Q1 2025 Reduced 0.54%
XMVM Invesco ETF Fd Tr Invesco S&P	$0	$535,000 0.07% of portfolio	10,154	Q1 2025 Added 0.03%
JETS ETF Ser Solutions U S Global J	$0	$495,000 0.06% of portfolio	23,868	Q3 2024 Reduced 0.6%
XSVM Invesco S&P Smallcap Value Wit	$0	$488,000 0.06% of portfolio	9,740	Q2 2020 New
XLB Select Sector Spdr Fd Material	$0	$472,000 0.06% of portfolio	5,500	Q3 2024 Added 0.11%
VYM Vanguard Whitehall Fds (Vangua	$0	$469,000 0.06% of portfolio	3,643	Q1 2025 Added 43.71%
IGV Ishares Expanded Tech Software	$0	$458,000 0.06% of portfolio	5,150	Q4 2024 Added 5.21%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$448,000 0.06% of portfolio	1,069	Q1 2025 Added 0.09%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$443,000 0.06% of portfolio	832	Q1 2025 Added 30.0%
IBB Ishares Biotechnology ETF	$0	$431,000 0.06% of portfolio	3,377	Q3 2024 Reduced 6.12%
BNDX Vanguard Total International B	$0	$426,000 0.06% of portfolio	8,732	Q1 2025 Reduced 4.61%
TFLO Ishares Treasury Floating Rate	$0	$424,000 0.06% of portfolio	8,371	Q1 2025 Added 4.93%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$419,000 0.05% of portfolio	8,478	Q4 2024 Reduced 2.25%
DFIV Dimensional ETF Tr	$0	$415,000 0.05% of portfolio	10,552	Q1 2024 New
HYGV Flexshares Tr High Yield Value	$0	$411,000 0.05% of portfolio	10,199	Q1 2025 Reduced 7.68%
VTWO Vanguard Russell 2000 ETF	$0	$408,000 0.05% of portfolio	5,066	Q2 2024 New
QLD Proshares Ultra Qqq	$0	$390,000 0.05% of portfolio	4,391	Q4 2024 Reduced 2.64%
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$366,000 0.05% of portfolio	8,544	Q1 2025 Added 92.48%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$358,000 0.05% of portfolio	2,965	Q3 2023 Reduced 0.17%
XRT Spdr Series Tr Spdr S&P Retail	$0	$353,000 0.05% of portfolio	5,114	Q1 2025 Reduced 0.97%
DLN Wisdomtree Tr U.S Largecap Div	$0	$315,000 0.04% of portfolio	3,969	Q1 2025 Reduced 2.82%
IEMG Ishares Inc	$0	$315,000 0.04% of portfolio	5,875	Q1 2025 Reduced 0.56%
SDY Spdr Series Tr Spdr S&P Divide	$0	$314,000 0.04% of portfolio	2,318	Q1 2025 Added 3.99%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$312,000 0.04% of portfolio	12,508	Q1 2025 Added 15.29%
DFUV Dimensional ETF Tr Us Marketwi	$0	$308,000 0.04% of portfolio	7,491	Q1 2024 New
EFV Msci Eafe Value ETF	$0	$305,000 0.04% of portfolio	5,190	Q1 2025 New
EWW Ishares Inc Msci Mexico ETF	$0	$303,000 0.04% of portfolio	5,323	Q1 2025 Reduced 1.28%
IJR Ishares Core S&P Sm Cap ETF	$0	$290,000 0.04% of portfolio	2,775	Q1 2025 Reduced 1.74%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$289,000 0.04% of portfolio	5,568	Q1 2025 Added 24.93%
FDL First Tr Morningstar Dividend	$0	$282,000 0.04% of portfolio	6,507	Q4 2024 Reduced 1.38%
EFA Ishares Tr Msci Eafe ETF	$0	$279,000 0.04% of portfolio	3,423	Q1 2025 Reduced 0.7%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$278,000 0.04% of portfolio	3,671	Q1 2025 Reduced 4.85%
NULV Nuveen Esg Large Cap Value ETF	$0	$276,000 0.04% of portfolio	6,821	Q1 2025 New
PGF Invesco Exchange Traded Fd Tr	$0	$274,000 0.04% of portfolio	19,200	Q1 2025 Reduced 0.52%
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$273,000 0.04% of portfolio	6,697	Q1 2025 New
DVY Ishares Tr	$0	$269,000 0.04% of portfolio	2,006	Q2 2024 Added 12.7%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$259,000 0.03% of portfolio	2,573	Q1 2025 New
FXL First Tr Exchange Traded Fd Fi	$0	$257,000 0.03% of portfolio	1,950	Q4 2024 Reduced 2.5%
XLU Utilities Sector Spdr	$0	$255,000 0.03% of portfolio	3,239	Q1 2025 Reduced 18.84%
IJK Ishares S&P Midcap 400 Growth	$0	$252,000 0.03% of portfolio	3,032	Q2 2024 Reduced 5.78%
IGF Ishares Global Infrastructure	$0	$249,000 0.03% of portfolio	4,555	Q1 2025 Reduced 0.24%

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