$77.5 Million is the total value of Institute for Wealth Management, LLC.'s 30 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 133.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | ISHARES TRusa min vol etf | $4,122,000 | – | 102,238 | +100.0% | 5.32% | – |
| ALFA | New | ETF SER SOLUTIONSalpclone alter | $3,849,000 | – | 85,476 | +100.0% | 4.97% | – |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $3,421,000 | -1.8% | 55,538 | +5.5% | 4.42% | +15.4% |
| GQRE | New | FLEXSHARES TRglb qlt r/e idx | $3,219,000 | – | 57,638 | +100.0% | 4.16% | – |
| SCZ | New | ISHARESeafe sml cp etf | $2,997,000 | – | 58,749 | +100.0% | 3.87% | – |
| HYG | Buy | ISHARESiboxx hi yd etf | $2,970,000 | -0.4% | 33,449 | +1.6% | 3.83% | +16.9% |
| FJP | Buy | FIRST TR EXCH TRD ALPHA FD Ijapan alphadex | $2,449,000 | +7.9% | 48,811 | +7.4% | 3.16% | +26.7% |
| PSP | Buy | POWERSHARES ETF TRUSTgbl lstd pvt eqt | $2,193,000 | +11.5% | 189,207 | +8.7% | 2.83% | +30.9% |
| IEF | Buy | ISHARES TR7-10 y tr bd etf | $1,997,000 | 0.0% | 19,015 | +3.2% | 2.58% | +17.4% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,519,000 | – | 24,893 | +100.0% | 1.96% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,497,000 | – | 27,729 | +100.0% | 1.93% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,462,000 | – | 27,924 | +100.0% | 1.89% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $883,000 | – | 11,017 | +100.0% | 1.14% | – |
| GHYG | Buy | ISHARESglb hgh yld etf | $550,000 | +25.9% | 11,105 | +25.7% | 0.71% | +47.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 37 | Q3 2023 | 30.3% |
| SELECT SECTOR SPDR TR | 37 | Q3 2023 | 4.0% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 2.0% |
| ISHARES TR | 34 | Q3 2023 | 14.0% |
| VANGUARD INDEX FDS | 34 | Q3 2023 | 4.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 1.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 3.4% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 2.1% |
| WISDOMTREE TRUST | 32 | Q3 2023 | 3.5% |
View Institute for Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-21 |
View Institute for Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.