Iag Wealth Partners, LLC Reduced Holdings in Q1 2025

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-824K
- 68.45%
$33.84 - $37.77 $27.9M - $31.1M
380K $13.9M
OMFS
Invesco Exchange Traded Self I

ETFs
-82K
- 89.97%
$36.43 - $41.61 $2.99M - $3.41M
9.13K $347K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-78.9K
- 43.68%
$36.6 - $39.56 $2.89M - $3.12M
102K $3.95M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.04K
- 2.52%
$554.06 - $615.85 $578K - $643K
40.3K $22.6M
JHMM
John Hancock Multifactor Mid C

ETFs
-25.2K
- 26.22%
$55.69 - $63.12 $1.4M - $1.59M
70.9K $4.06M
USFR
Wisdomtree Floating Rate Treas

ETFs
-14.9K
- 44.25%
$50.29 - $50.5 $751K - $754K
18.8K $946K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-23.1K
- 2.08%
$23.87 - $24.35 $552K - $563K
1.09M $26.1M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-4.5K
- 12.27%
$68.32 - $78.49 $307K - $353K
32.2K $2.22M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.65K
- 5.87%
$65.27 - $71.18 $369K - $402K
90.6K $6.01M
GTO
Invesco Actively Managed ETF T

ETFs
-10.3K
- 10.7%
$45.9 - $47.37 $474K - $490K
86.2K $4.05M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.2K
- 2.04%
$75.47 - $84.24 $90.9K - $101K
57.7K $4.43M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.74K
- 5.22%
$41.78 - $50.35 $72.5K - $87.4K
31.5K $1.35M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.02K
- 10.41%
$25.58 - $29.24 $128K - $147K
43.1K $1.13M
SJNK
Spdr Bloomberg Short Term High

ETFs
-7.8K
- 12.82%
$25.08 - $25.64 $196K - $200K
53K $1.33M
AAPL
Apple Inc.

Technology
-4
- 0.06%
$209.68 - $247.1 $839 - $988
6.87K $1.53M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.55K
- 41.03%
$21.75 - $24.28 $164K - $183K
10.9K $238K
VIG
Vanguard Dividend Appreciation

ETFs
-942
- 2.64%
N/A
34.7K $6.32M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.74K
- 3.92%
$31.63 - $35.22 $55.1K - $61.4K
42.6K $1.36M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-58
- 0.3%
$77.91 - $92.26 $4.52K - $5.35K
19K $1.51M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.04K
- 2.49%
$49.78 - $53.19 $101K - $108K
79.6K $4.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-167
- 11.52%
$468.34 - $539.52 $78.2K - $90.1K
1.28K $601K
JSML
Janus Detroit Str Tr Henderson

ETFs
-1.37K
- 12.94%
$58.87 - $69.7 $80.5K - $95.3K
9.21K $560K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-615
- 2.89%
$55.29 - $61.72 $34K - $38K
20.6K $1.16M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-391
- 17.94%
$196.12 - $229.48 $76.7K - $89.7K
1.79K $361K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.04K
- 85.25%
N/A
180 $15K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-576
- 11.48%
$88.44 - $101.55 $50.9K - $58.5K
4.44K $400K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.32K
- 96.91%
$18.36 - $20.51 $79.4K - $88.6K
138 $2K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.8K
- 73.71%
$44.41 - $45.98 $79.8K - $82.6K
641 $29K
VTI
Vanguard Total Stock Market Et

ETFs
-28
- 0.64%
$271.18 - $303.12 $7.59K - $8.49K
4.35K $1.19M
AVGO
Broadcom Inc.

Technology
-115
- 17.48%
$167.43 - $244.7 $19.3K - $28.1K
543 $90K
AVUV
American Centy ETF Tr Avantis

ETFs
-592
- 83.97%
$84.95 - $100.62 $50.3K - $59.6K
113 $9K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.23%
$360.07 - $417.26 $1.08K - $1.25K
1.29K $466K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-379
- 51.99%
$96.3 - $112.23 $36.5K - $42.5K
350 $34K
IAU
Ishares Gold Trust

ETFs
-1.19K
- 40.03%
$49.74 - $58.96 $59.1K - $70K
1.78K $104K
DIS
Walt Disney CO

Communication Services
-205
- 15.66%
$96.87 - $114.0 $19.9K - $23.4K
1.1K $108K
VB
Vanguard Small Cap ETF

ETFs
-21
- 1.25%
$217.89 - $252.64 $4.58K - $5.31K
1.66K $367K
CAT
Caterpillar Inc

Industrials
-50
- 9.67%
$326.75 - $407.63 $16.3K - $20.4K
467 $154K
MRK
Merck & Co., Inc.

Healthcare
-150
- 8.13%
$83.01 - $101.02 $12.5K - $15.2K
1.69K $152K
EXAS
Exact Sciences Corp

Healthcare
-175
- 10.84%
$43.04 - $58.51 $7.53K - $10.2K
1.44K $62K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-470
- 70.15%
$53.6 - $58.97 $25.2K - $27.7K
200 $10K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.03K
- 92.97%
$23.03 - $25.01 $23.8K - $25.8K
78 $1K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.5%
$347.25 - $424.87 $1.74K - $2.12K
995 $364K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-270
- 12.13%
$59.61 - $66.71 $16.1K - $18K
1.96K $118K
GOOGL
Alphabet Inc.

Communication Services
-40
- 11.76%
$154.33 - $206.19 $6.17K - $8.25K
300 $46K
FVD
First Tr Value Line Divid Inde

ETFs
-540
- 5.95%
$42.61 - $45.51 $23K - $24.6K
8.53K $380K
PEP
Pepsico Inc

Consumer Defensive
-82
- 7.92%
$142.64 - $156.42 $11.7K - $12.8K
954 $143K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-740
- 9.1%
$41.61 - $44.72 $30.8K - $33.1K
7.39K $322K
IVE
Ishares S&P 500 Value ETF

ETFs
-75
- 15.24%
$185.78 - $198.58 $13.9K - $14.9K
417 $79K
EOG
Eog Resources Inc

Energy
-115
- 45.28%
$120.54 - $138.05 $13.9K - $15.9K
139 $17K
Activity Summary
Buys All Purchases 151 New Holdings 37 Increased Positions 114 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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