IAG Wealth Partners, LLC Portfolio Holdings
Q3 2025•515 long positions•$832.4M portfolio value
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Holding551 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $63.9M 7.68% | +$10.2M Bought | — 1.2M shares | 991.4K → 1.2M +$10.2M | +19.0% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $63.8M 7.67% | -$18.1M Sold | — 814.5K shares | 1.0M → 814.5K −$18.1M | -22.14% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $44.3M 5.32% | -$2.7M Sold | — 339.9K shares | 360.8K → 339.9K −$2.7M | -5.79% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $40.7M 4.88% | +$16.4M Bought | — 1.7M shares | 999.1K → 1.7M +$16.4M | +67.48% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $37.1M 4.46% | +$712.9K Bought | — 550.0K shares | 539.4K → 550.0K +$712.9K | +1.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $34.3M 4.12% | -$370.1K Sold | — 393.9K shares | 398.2K → 393.9K −$370.1K | -1.07% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $27.4M 3.29% | -$1.8M Sold | — 40.9K shares | 43.6K → 40.9K −$1.8M | -6.32% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $27.0M 3.25% | +$230.5K Bought | — 517.4K shares | 513.0K → 517.4K +$230.5K | +0.86% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $25.4M 3.05% | +$767.2K Bought | — 485.3K shares | 470.7K → 485.3K +$767.2K | +3.12% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $25.1M 3.01% | -$689.7K Sold | — 610.3K shares | 627.1K → 610.3K −$689.7K | -2.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.4M 2.81% | -$84.4K Sold | — 48.8K shares | 49.0K → 48.8K −$84.4K | -0.36% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $21.7M 2.61% | +$21.7M New | — 776.3K shares | 0 → 776.3K +$21.7M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $21.2M 2.55% | +$624.6K Bought | — 425.5K shares | 413.0K → 425.5K +$624.6K | +3.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.7M 2.48% | +$448.4K Bought | — 316.9K shares | 310.1K → 316.9K +$448.4K | +2.22% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $19.6M 2.35% | +$3.1M Bought | — 388.1K shares | 326.5K → 388.1K +$3.1M | +18.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $19.3M 2.32% | +$94.3K Bought | — 338.5K shares | 336.9K → 338.5K +$94.3K | +0.49% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.4M 2.09% | +$1.3M Bought | — 210.7K shares | 195.3K → 210.7K +$1.3M | +7.86% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $16.0M 1.92% | +$417.1K Bought | — 202.5K shares | 197.2K → 202.5K +$417.1K | +2.68% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $15.8M 1.9% | +$264.8K Bought | — 368.7K shares | 362.5K → 368.7K +$264.8K | +1.71% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $15.1M 1.82% | +$322.6K Bought | — 187.4K shares | 183.4K → 187.4K +$322.6K | +2.18% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $14.6M 1.76% | +$3.3M Bought | — 535.9K shares | 414.6K → 535.9K +$3.3M | +29.28% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.3M 1.48% | +$343.8K Bought | — 305.1K shares | 296.6K → 305.1K +$343.8K | +2.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $12.2M 1.47% | +$496.1K Bought | — 213.8K shares | 205.1K → 213.8K +$496.1K | +4.23% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $11.8M 1.42% | -$384.5K Sold | — 112.9K shares | 116.6K → 112.9K −$384.5K | -3.16% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.2M 1.22% | +$457.6K Bought | — 114.6K shares | 109.5K → 114.6K +$457.6K | +4.7% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $10.2M 1.22% | +$10.2M New | — 37.2K shares | 0 → 37.2K +$10.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.0M 1.21% | -$521.6K Sold | — 287.3K shares | 302.3K → 287.3K −$521.6K | -4.94% | — — | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $7.0M 0.843% | -$451.0K Sold | — 32.5K shares | 34.6K → 32.5K −$451.0K | -6.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.9M 0.823% | -$77.7K Sold | — 82.1K shares | 83.1K → 82.1K −$77.7K | -1.12% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $6.6M 0.792% | +$694.2K Bought | — 255.0K shares | 228.1K → 255.0K +$694.2K | +11.77% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $6.5M 0.786% | +$748.3K Bought | — 149.5K shares | 132.4K → 149.5K +$748.3K | +12.91% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.0M 0.716% | -$90.0K Sold | — 107.7K shares | 109.3K → 107.7K −$90.0K | -1.49% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.8M 0.699% | +$214.9K Bought | — 125.5K shares | 120.9K → 125.5K +$214.9K | +3.84% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $5.3M 0.641% | -$708.5K Sold | — 72.8K shares | 82.5K → 72.8K −$708.5K | -11.72% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $5.1M 0.613% | -$9.7K Sold | — 161.9K shares | 162.2K → 161.9K −$9.7K | -0.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 0.599% | +$27.2K Bought | — 67.2K shares | 66.8K → 67.2K +$27.2K | +0.55% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.9M 0.592% | +$220.0K Bought | — 65.7K shares | 62.7K → 65.7K +$220.0K | +4.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 0.538% | -$297.9K Sold | — 125.9K shares | 134.3K → 125.9K −$297.9K | -6.24% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.2M 0.503% | +$113.0K Bought | — 45.8K shares | 44.5K → 45.8K +$113.0K | +2.77% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.2M 0.499% | +$402.9K Bought | — 154.8K shares | 139.8K → 154.8K +$402.9K | +10.74% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.0M 0.478% | -$12.1K Sold | — 67.2K shares | 67.4K → 67.2K −$12.1K | -0.3% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.0M 0.475% | +$192.9K Bought | — 72.9K shares | 69.3K → 72.9K +$192.9K | +5.12% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 0.457% | +$317.4K Bought | — 105.3K shares | 96.5K → 105.3K +$317.4K | +9.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 0.398% | -$15.0M Sold | — 173.1K shares | 958.1K → 173.1K −$15.0M | -81.93% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.2M 0.389% | +$307.8K Bought | — 137.6K shares | 124.5K → 137.6K +$307.8K | +10.51% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 0.384% | +$283.5K Bought | — 87.3K shares | 79.6K → 87.3K +$283.5K | +9.74% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.2M 0.381% | +$545.2K Bought | — 56.2K shares | 46.6K → 56.2K +$545.2K | +20.74% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 0.354% | +$231.4K Bought | — 93.3K shares | 85.9K → 93.3K +$231.4K | +8.51% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.9M 0.349% | -$242.5K Sold | — 44.9K shares | 48.6K → 44.9K −$242.5K | -7.71% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.8M 0.339% | +$226.2K Bought | — 47.8K shares | 43.9K → 47.8K +$226.2K | +8.71% | — — | Q4 2022 Held for 2y 11m |
