Iag Wealth Partners, LLC Closed Holding Positions

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RMR
Rmr Group Inc.

Real Estate
Q2 2021 Filed on Aug 04, 2021
3
$37.82 - $42.01 $113 - $126
USFD
Us Foods Holding Corp.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
290
$36.51 - $41.68 $10.6K - $12.1K
Ishares Gold
Q2 2021 Filed on Aug 04, 2021
4,437
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
66
$5.79 - $6.87 $382 - $453
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
51
$131.48 - $172.13 $6.71K - $8.78K
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q1 2021 Filed on Apr 29, 2021
26,908
$37.11 - $40.16 $999K - $1.08M
Sequential Brands
Q1 2021 Filed on Apr 29, 2021
3
N/A
SLB
Schlumberger Limited

Energy
Q1 2021 Filed on Apr 29, 2021
147
$21.81 - $29.95 $3.21K - $4.4K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
200
$7.03 - $16.51 $1.41K - $3.3K
BRT
Brt Apartments Corp.

Real Estate
Q1 2021 Filed on Apr 29, 2021
100
$13.98 - $20.74 $1.4K - $2.07K
Perspecta Inc
Q1 2021 Filed on Apr 29, 2021
55
N/A
PARA
Paramount Global

Communication Services
Q1 2021 Filed on Apr 29, 2021
335
$36.6 - $100.34 $12.3K - $33.6K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 29, 2021
1,252
N/A
MTW
Manitowoc CO Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
250
$12.79 - $23.42 $3.2K - $5.86K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2021 Filed on Apr 29, 2021
100
$49.44 - $56.01 $4.94K - $5.6K
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2020 Filed on Feb 11, 2021
250
$54.33 - $59.58 $13.6K - $14.9K
Frontier Communications
Q2 2020 Filed on Feb 11, 2021
10
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2020 Filed on Feb 11, 2021
250
$35.24 - $44.62 $8.81K - $11.2K
FNV
Franco Nevada Corp

Basic Materials
Q1 2020 Filed on Feb 11, 2021
130
$87.98 - $120.61 $11.4K - $15.7K
FLT
Fleetcor Technologies Inc

Technology
Q3 2020 Filed on Feb 11, 2021
5
$230.57 - $265.79 $1.15K - $1.33K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q2 2020 Filed on Feb 11, 2021
400
$44.13 - $69.51 $17.7K - $27.8K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q1 2020 Filed on Feb 11, 2021
95
$49.9 - $52.72 $4.74K - $5.01K
RFDI
First Trust ETF Iii Riverfront

ETFs
Q1 2020 Filed on Feb 11, 2021
0
$39.7 - $60.55 $0 - $0
FV
First Trust Dorsey Wright Focu

ETFs
Q1 2020 Filed on Feb 11, 2021
40
$22.4 - $33.96 $896 - $1.36K
HISF
First Tr Exc Traded Fd Iv High

ETFs
Q4 2020 Filed on Feb 11, 2021
21
$44.48 - $48.38 $934 - $1.02K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q3 2020 Filed on Feb 11, 2021
19
$32.65 - $39.3 $620 - $747
SMIN
Ishares Msci India Small Cap I

ETFs
Q1 2020 Filed on Feb 11, 2021
315
$21.07 - $38.56 $6.64K - $12.1K
INTF
Ishares Tr

ETFs
Q1 2020 Filed on Feb 11, 2021
2,880
$17.43 - $27.44 $50.2K - $79K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q1 2020 Filed on Feb 11, 2021
136
$59.76 - $100.33 $8.13K - $13.6K
LRGF
Ishares Tr

ETFs
Q1 2020 Filed on Feb 11, 2021
1,693
$22.9 - $35.8 $38.8K - $60.6K
Invesco Builders
Q1 2020 Filed on Feb 11, 2021
350
N/A
IEUS
Ishares Msci Europe Small Cap

ETFs
Q2 2020 Filed on Feb 11, 2021
400
$36.55 - $50.23 $14.6K - $20.1K
IP
International Paper CO

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
32
$31.35 - $40.62 $1K - $1.3K
INSP
Inspire Medical Systems, Inc.

Healthcare
Q1 2020 Filed on Feb 11, 2021
135
$41.62 - $89.92 $5.62K - $12.1K
HA
Hawaiian Holdings Inc

Industrials
Q1 2020 Filed on Feb 11, 2021
225
$8.63 - $30.44 $1.94K - $6.85K
EUFN
Ishares Msci Europe Financials

ETFs
Q2 2020 Filed on Feb 11, 2021
573
$11.53 - $15.86 $6.61K - $9.09K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Feb 11, 2021
52
$35.29 - $43.82 $1.84K - $2.28K
GIS
General Mills Inc

Consumer Defensive
Q3 2020 Filed on Feb 11, 2021
75
$57.32 - $65.74 $4.3K - $4.93K
HE
Hawaiian Electric Industries Inc

Utilities
Q3 2020 Filed on Feb 11, 2021
23
$32.44 - $37.47 $746 - $862
EEFT
Euronet Worldwide, Inc.

Technology
Q3 2020 Filed on Feb 11, 2021
7
$87.63 - $106.31 $613 - $744
CRS
Carpenter Technology Corp

Industrials
Q3 2020 Filed on Feb 11, 2021
15
$18.11 - $24.75 $272 - $371
CWT
California Water Service Group

Utilities
Q3 2020 Filed on Feb 11, 2021
36
$41.66 - $50.54 $1.5K - $1.82K
CACI
Caci International Inc

Technology
Q3 2020 Filed on Feb 11, 2021
7
$194.41 - $240.34 $1.36K - $1.68K
AZTA
Azenta, Inc.

Healthcare
Q1 2020 Filed on Feb 11, 2021
159
$22.69 - $44.14 $3.61K - $7.02K
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Feb 11, 2021
2
$535.05 - $608.0 $1.07K - $1.22K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2020 Filed on Feb 11, 2021
3,501
$7.01 - $8.47 $24.5K - $29.7K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Feb 11, 2021
9
$264.77 - $305.71 $2.38K - $2.75K
BBY
Best Buy CO Inc

Consumer Cyclical
Q3 2020 Filed on Feb 11, 2021
27
$84.9 - $117.37 $2.29K - $3.17K
Aurora Cannabis
Q2 2020 Filed on Feb 11, 2021
8,527
N/A
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