Independent Wealth Network Inc. Sells in Q4 2025

Independent Wealth Network Inc.

  • $304 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-126
- 0.66%
$137.47 - $143.13 $17.3K - $18K
18.9K $2.66M
JPIE
J P Morgan Exchange Traded Fd
-295
- 2.13%
$46.18 - $46.47 $13.6K - $13.7K
13.6K $626K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-82
- 1.4%
$93.11 - $97.9 $7.64K - $8.03K
5.76K $543K
SYK
Stryker Corp

Healthcare
-17
- 2.25%
$353.81 - $388.35 $6.01K - $6.6K
740 $266K
DVY
Ishares Tr

ETFs
-9
- 0.11%
$138.1 - $143.11 $1.24K - $1.29K
8.29K $1.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
-53
- 0.39%
$83.45 - $84.82 $4.42K - $4.5K
13.4K $1.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-45
- 1.32%
$114.27 - $121.15 $5.14K - $5.45K
3.36K $392K
SNA
Snap On Inc

Industrials
-2
- 0.31%
$327.33 - $349.13 $655 - $698
646 $213K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-563
- 0.78%
$31.47 - $31.98 $17.7K - $18K
71.6K $2.27M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-66
- 0.42%
$82.69 - $83.12 $5.46K - $5.49K
15.5K $1.29M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-453
- 3.29%
$14.45 - $15.42 $6.55K - $6.99K
13.3K $201K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-269
- 3.33%
$25.85 - $27.19 $6.95K - $7.31K
7.82K $207K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21
- 0.38%
$88.67 - $92.06 $1.86K - $1.93K
5.56K $494K
F
Ford Motor CO

Consumer Cyclical
-1.38K
- 11.91%
$11.41 - $13.84 $15.8K - $19.2K
10.2K $135K
NVDA
Nvidia Corp

Technology
-21
- 0.08%
$179.83 - $207.04 $3.78K - $4.35K
27.3K $5.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-137
- 2.05%
$52.54 - $55.77 $7.2K - $7.64K
6.55K $359K
IAU
Ishares Gold Trust

ETFs
-1.04K
- 5.7%
$72.65 - $82.5 $75.6K - $85.9K
17.2K $1.32M
BGS
B&G Foods, Inc.

Consumer Defensive
-1.47K
- 3.98%
$3.92 - $4.96 $5.77K - $7.3K
35.5K $162K
KO
Coca Cola CO

Consumer Defensive
-251
- 6.3%
$66.1 - $71.61 $16.6K - $18K
3.73K $263K
Innovator Etfs Trust
-45
- 0.46%
N/A
9.69K $0
Innovator Etfs Trust
-242
- 0.38%
N/A
63.7K $0
FSCO
Fs Cr Opportunities Corp Com
-1.21K
- 2.32%
N/A
50.7K $0
DNP
Dnp Select Income Fund Inc

Financial Services
-100
- 0.87%
$9.93 - $10.23 $993 - $1.02K
11.4K $115K
ACWF
Ishares Msci Global Multifacto

ETFs
-94
- 1.01%
N/A
9.25K $0
RPV
Invesco Exchange Traded Fd Tr

ETFs
-56
- 0.88%
$95.88 - $101.05 $5.37K - $5.66K
6.31K $632K
Capital Group Core Balanced
-533
- 1.86%
N/A
28.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-853
- 5.06%
N/A
16K $0
SPGI
S&P Global Inc.

Financial Services
-2
- 0.34%
$472.05 - $502.96 $944 - $1.01K
578 $282K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-153
- 2.82%
N/A
5.27K $0
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-36
- 0.82%
$53.7 - $56.5 $1.93K - $2.03K
4.36K $240K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-851
- 3.67%
$23.78 - $26.13 $20.2K - $22.2K
22.3K $555K
Innovator Etfs Trust
-159
- 1.43%
N/A
11K $0
First Tr Exchange Traded Fd
-2.27K
- 17.39%
N/A
10.8K $0
FJAN
First Exc Trd Viii Cboe Vest U
-2.09K
- 4.19%
N/A
47.7K $0
Lithium Amers Corp New
-16.3K
- 9.84%
N/A
149K $0
First Tr Exchng Traded Fd Vi
-466
- 5.25%
N/A
8.41K $0
VDE
Vanguard Energy ETF

ETFs
-37
- 0.97%
$120.37 - $129.34 $4.45K - $4.79K
3.8K $490K
MMM
3 M CO

Industrials
-30
- 2.28%
$148.75 - $171.6 $4.46K - $5.15K
1.29K $212K
PSX
Phillips 66

Energy
-13
- 0.79%
$126.76 - $142.32 $1.65K - $1.85K
1.64K $232K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-60
- 0.38%
$1.18 - $2.76 $70.8 - $166
15.7K $27K
DE
Deere & CO

Industrials
-9
- 1.18%
$439.11 - $480.78 $3.95K - $4.33K
751 $357K
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.25%
$138.84 - $153.71 $694 - $769
1.98K $292K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-31
- 0.47%
$600.51 - $631.95 $18.6K - $19.6K
6.58K $4.06M
MRK
Merck & Co., Inc.

Healthcare
-35
- 0.92%
$82.49 - $92.93 $2.89K - $3.25K
3.78K $351K
JNJ
Johnson & Johnson

Healthcare
-104
- 2.79%
$185.98 - $199.58 $19.3K - $20.8K
3.62K $722K
GOOG
Alphabet Inc.

Communication Services
-100
- 1.83%
$237.49 - $291.74 $23.7K - $29.2K
5.37K $1.53M
AMD
Advanced Micro Devices Inc

Technology
-42
- 1.38%
$164.01 - $264.33 $6.89K - $11.1K
3K $722K
CAT
Caterpillar Inc

Industrials
-433
- 1.63%
$480.82 - $585.49 $208K - $254K
26.1K $14.4M
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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