Independent Wealth Network Inc. Purchases in Q4 2025

Independent Wealth Network Inc.

  • $304 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
198
+ 6.97%
$653.02 - $687.39 $129K - $136K
3.04K $2.02M
SOXX
Ishares Semiconductor ETF

ETFs
169
+ 3.83%
$271.99 - $309.6 $46K - $52.3K
4.58K $1.32M
MU
Micron Technology Inc

Technology
8
+ 0.57%
$181.6 - $253.3 $1.45K - $2.03K
1.42K $350K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.32K
+ 7.24%
$20.77 - $20.97 $110K - $111K
78.7K $1.65M
JPUS
Jpmorgan Diversified Return Us

ETFs
1.02K
+ 7.03%
$120.69 - $124.37 $123K - $127K
15.5K $1.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.25K
+ 11.53%
$47.34 - $48.01 $107K - $108K
21.8K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
139
+ 8.96%
$656.2 - $690.71 $91.2K - $96K
1.69K $1.14M
IEMG
Ishares Inc

ETFs
1.82K
+ 32.58%
N/A
7.39K $396K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.11K
+ 42.92%
$46.57 - $47.16 $98.2K - $99.4K
7.02K $327K
DFUS
Dimensional ETF Tr U S Equity

ETFs
811
+ 1.2%
$71.0 - $74.64 $57.6K - $60.5K
68.5K $5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.13K
+ 1.08%
$50.57 - $50.77 $108K - $108K
198K $10M
CSCO
Cisco Systems, Inc.

Technology
299
+ 4.31%
$67.46 - $78.0 $20.2K - $23.3K
7.23K $562K
JPIN
Jp Morgan Diversified Return I

ETFs
1.01K
+ 9.39%
$64.96 - $68.74 $65.6K - $69.4K
11.8K $802K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.45K
+ 8.21%
$45.45 - $48.31 $66K - $70.1K
19.1K $908K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.82K
+ 14.33%
$28.46 - $29.45 $80.3K - $83.1K
22.5K $652K
NYF
Ishares New York Muni Bond ETF

ETFs
1.44K
+ 19.43%
$53.26 - $53.83 $76.8K - $77.6K
8.87K $474K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.79K
+ 9.31%
N/A
32.7K $833K
APH
Amphenol Corp

Technology
336
+ 13.68%
$121.7 - $143.85 $40.9K - $48.3K
2.79K $373K
IDV
Ishares Tr

ETFs
918
+ 4.33%
$35.91 - $38.56 $33K - $35.4K
22.1K $844K
INTC
Intel Corp

Technology
1.72K
+ 20.77%
$34.71 - $41.53 $59.6K - $71.3K
9.99K $346K
XOM
Exxon Mobil Corp

Energy
190
+ 2.16%
$110.64 - $119.78 $21K - $22.8K
9.01K $1.06M
KSS
Kohls Corp

Consumer Cyclical
940
+ 2.61%
$13.98 - $18.06 $13.1K - $17K
37K $618K
FEX
First Tr Large Cap Core Alphde

ETFs
638
+ 9.26%
$113.91 - $118.65 $72.7K - $75.7K
7.53K $869K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2
+ 0.04%
$87.94 - $105.14 $176 - $210
5.41K $513K
IVE
Ishares S&P 500 Value ETF

ETFs
235
+ 8.1%
$202.52 - $212.07 $47.6K - $49.8K
3.14K $657K
EFA
Ishares Tr Msci Eafe ETF

ETFs
387
+ 3.52%
$92.24 - $96.56 $35.7K - $37.4K
11.4K $1.08M
CVX
Chevron Corp

Energy
446
+ 1.4%
$148.9 - $157.72 $66.4K - $70.3K
32.4K $5.01M
VTV
Vanguard Value ETF

ETFs
276
+ 8.41%
$182.87 - $189.72 $50.5K - $52.4K
3.56K $665K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 0.77%
$475.68 - $513.11 $19K - $20.5K
5.24K $2.67M
FSK
Fs Kkr Capital Corp

Financial Services
2.45K
+ 13.21%
$14.16 - $15.65 $34.6K - $38.3K
21K $326K
IWM
Ishares Russell 2000 ETF

ETFs
233
+ 9.31%
$236.79 - $250.33 $55.2K - $58.3K
2.74K $649K
ARCC
Ares Capital Corp

Financial Services
2.67K
+ 5.29%
$18.9 - $20.61 $50.5K - $55.1K
53.2K $1.08M
PSR
Invesco Actively

ETFs
511
+ 12.5%
$90.05 - $94.1 $46K - $48.1K
4.6K $420K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
85
+ 13.18%
$325.34 - $368.61 $27.7K - $31.3K
730 $251K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
583
+ 10.4%
$93.79 - $100.35 $54.7K - $58.5K
6.19K $582K
MUB
Ishares National Muni Bond ETF

ETFs
352
+ 11.72%
$106.36 - $107.61 $37.4K - $37.9K
3.36K $358K
RDVY
First Trust Rising Dividend Ac

ETFs
589
+ 8.03%
$65.02 - $68.31 $38.3K - $40.2K
7.92K $530K
BNDX
Vanguard Total International B

ETFs
712
+ 12.88%
$49.3 - $49.91 $35.1K - $35.5K
6.24K $308K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
688
+ 5.08%
$45.48 - $45.92 $31.3K - $31.6K
14.2K $650K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
3.62K
+ 9.02%
$9.69 - $10.33 $35.1K - $37.4K
43.7K $440K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
617
+ 5.83%
$30.8 - $32.74 $19K - $20.2K
11.2K $360K
BITO
Proshares Tr Bitcoin Strategy

ETFs
11.2K
+ 40.78%
$14.75 - $20.75 $166K - $233K
38.7K $571K
VGT
Vanguard Information Technolog

ETFs
31
+ 5.04%
$736.33 - $801.52 $22.8K - $24.8K
646 $488K
ABBV
Abb Vie Inc.

Healthcare
92
+ 4.15%
$211.96 - $244.38 $19.5K - $22.5K
2.31K $539K
SCHG
Schwab Strategic Tr Us Large C

ETFs
517
+ 1.99%
$31.41 - $33.69 $16.2K - $17.4K
26.5K $854K
AAXJ
Ishares Msci All Country Asia

ETFs
41
+ 0.48%
$89.0 - $96.2 $3.65K - $3.94K
8.63K $809K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
265
+ 3.09%
$100.33 - $100.69 $26.6K - $26.7K
8.85K $889K
WTBA
West Bancorporation Inc

Financial Services
423
+ 4.26%
$19.15 - $21.97 $8.1K - $9.29K
10.4K $226K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
676
+ 1.98%
$44.07 - $44.82 $29.8K - $30.3K
34.8K $1.54M
Activity Summary
Buys All Purchases 179 New Holdings 23 Increased Positions 156 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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