Iag Wealth Partners, LLC Sells in Q3 2025

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-483
- 3.64%
$121.99 - $134.19 $58.9K - $64.8K
12.8K $1.66M
DGRO
Ishares Core Dividend Growth E

ETFs
-18
- 3.28%
$64.12 - $68.08 $1.15K - $1.23K
531 $36K
VZ
Verizon Communications Inc

Communication Services
-2
- 0.1%
$40.84 - $45.06 $81.7 - $90.1
1.95K $85K
ACWI
Ishares Msci Acwi ETF

ETFs
-50
- 5.41%
$128.32 - $138.41 $6.42K - $6.92K
875 $120K
GLDM
World Gold Trust

ETFs
-35
- 5.67%
$64.73 - $76.45 $2.27K - $2.68K
582 $44K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-75
- 3.84%
$67.01 - $72.84 $5.03K - $5.46K
1.88K $136K
NUDM
Nuveen Esg International Devel

ETFs
-20
- 0.61%
$34.72 - $37.63 $694 - $753
3.28K $123K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-277
- 4.74%
$133.48 - $144.38 $37K - $40K
5.57K $794K
VTV
Vanguard Value ETF

ETFs
-60
- 3.0%
$175.51 - $186.57 $10.5K - $11.2K
1.94K $362K
WPC
W. P. Carey Inc.

Real Estate
-56
- 2.24%
$61.29 - $68.7 $3.43K - $3.85K
2.44K $165K
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 2.98%
$282.78 - $316.06 $9.9K - $11.1K
1.14K $359K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-57
- 4.43%
$546.99 - $602.2 $31.2K - $34.3K
1.23K $738K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-1.02K
- 4.69%
$62.11 - $67.12 $63.6K - $68.7K
20.8K $1.39M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-51
- 3.66%
$420.11 - $472.68 $21.4K - $24.1K
1.34K $629K
CAT
Caterpillar Inc

Industrials
-9
- 1.95%
$390.92 - $477.15 $3.52K - $4.29K
453 $216K
TSLA
Tesla, Inc.

Consumer Cyclical
-59
- 11.5%
$293.94 - $444.72 $17.3K - $26.2K
454 $201K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-387
- 0.98%
$28.15 - $30.13 $10.9K - $11.7K
39.3K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
-74
- 2.66%
$214.92 - $244.84 $15.9K - $18.1K
2.71K $656K
JSML
Janus Detroit Str Tr Henderson

ETFs
-161
- 1.75%
$67.04 - $77.09 $10.8K - $12.4K
9.04K $676K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-135
- 0.88%
$49.43 - $54.52 $6.67K - $7.36K
15.2K $823K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 0.48%
$459.11 - $506.91 $10.6K - $11.7K
4.82K $2.42M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-199
- 0.49%
$31.31 - $34.54 $6.23K - $6.87K
40.1K $1.35M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-1.03K
- 4.58%
$111.77 - $121.28 $115K - $124K
21.4K $2.58M
VTI
Vanguard Total Stock Market Et

ETFs
-94
- 2.18%
$303.93 - $329.86 $28.6K - $31K
4.21K $1.38M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-789
- 2.54%
$77.5 - $86.87 $61.1K - $68.5K
30.3K $2.54M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-14.9K
- 4.94%
$32.11 - $34.92 $480K - $522K
287K $10M
AVDV
American Centy ETF Tr Avantis

ETFs
-289
- 1.22%
$79.24 - $89.03 $22.9K - $25.7K
23.3K $2.08M
JNJ
Johnson & Johnson

Healthcare
-99
- 1.33%
$155.17 - $185.42 $15.4K - $18.4K
7.34K $1.36M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.63K
- 1.49%
$52.12 - $55.33 $84.7K - $90K
108K $5.96M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-932
- 1.12%
$78.88 - $85.2 $73.5K - $79.4K
82.1K $6.85M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.76K
- 6.32%
$620.67 - $670.08 $1.71M - $1.85M
40.9K $27.4M
AAPL
Apple Inc.

Technology
-210
- 2.96%
$202.38 - $256.87 $42.5K - $53.9K
6.88K $1.75M
GNR
Spdr S&P Global Natural Resour

ETFs
-205
- 0.3%
$54.23 - $59.34 $11.1K - $12.2K
67.2K $3.98M
DFAE
Dimensional ETF Tr

ETFs
-308
- 0.19%
$28.84 - $31.84 $8.88K - $9.81K
162K $5.11M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-20.9K
- 5.79%
$121.46 - $130.92 $2.54M - $2.73M
340K $44.3M
SPYG
Spdr Portfolio

ETFs
-3.68K
- 3.16%
$94.33 - $105.31 $347K - $387K
113K $11.8M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-4.25K
- 1.07%
$82.42 - $87.03 $350K - $370K
394K $34.3M
VUG
Vanguard Growth ETF

ETFs
-176
- 0.36%
$433.97 - $484.08 $76.4K - $85.2K
48.8K $23.4M
Activity Summary
Buys All Purchases 151 New Holdings 57 Increased Positions 94 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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