Institute for Wealth Management’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Institute for Wealth Management’s Portfolio SMDV Stock Details SMDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.4K	Buy	+1,135	New	+$82.7K	0.01%	718
2021 Q1	–	Sell	-3,650	Closed	-$210K	–	483
2020 Q4	$210K	Buy	+3,650	New	+$196K	0.04%	417
2017 Q3	–	Sell	-5,550	Closed	-$304K	–	374
2017 Q2	$304K	Buy	+5,550	New	+$299K	0.08%	308

Other funds holding SMDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Institute for Wealth Management's SMDV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2026: 1,135 shares worth $87.4K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SMDV as recently as Q4 2020.

Institute for Wealth Management first reported a position in SMDV in Q2 2017 and has held it in 3 quarters since. The position peaked at $304K in Q2 2017. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

Institute for Wealth Management held 1,135 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $87.4K as of Q2 2026.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF was a new Institute for Wealth Management position in Q2 2026.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #718 holding.
Institute for Wealth Management first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q2 2017 and has held it in 3 quarters since.
Institute for Wealth Management's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $304K in Q2 2017.
138 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.