Iag Wealth Partners, LLC Incresed Positions in Q3 2025

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
674K
+ 67.48%
$23.69 - $24.32 $16M - $16.4M
1.67M $40.7M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
121K
+ 29.28%
$25.43 - $27.31 $3.09M - $3.31M
536K $14.6M
AVIV
American Centy ETF Tr Avantis
10.6K
+ 1.96%
$61.83 - $67.44 $654K - $713K
550K $37.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
61.7K
+ 18.89%
$49.09 - $50.58 $3.03M - $3.12M
388K $19.6M
HAP
Vaneck ETF Tr Natural Resource

ETFs
1.65K
+ 0.49%
$52.21 - $57.14 $86.2K - $94.3K
339K $19.3M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
14.7K
+ 3.12%
$50.02 - $53.28 $734K - $782K
485K $25.4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
15.4K
+ 7.86%
$79.89 - $83.25 $1.23M - $1.28M
211K $17.4M
PWV
Invesco Exchange Traded Fd Tr

ETFs
6.88K
+ 2.22%
$61.22 - $65.41 $421K - $450K
317K $20.7M
RECS
Columbia ETF Tr I

ETFs
8.52K
+ 2.87%
$36.82 - $40.35 $314K - $344K
305K $12.3M
AVDE
American Centy ETF Tr Avantis

ETFs
5.29K
+ 2.68%
$73.24 - $79.04 $387K - $418K
202K $16M
GUNR
Flexshares Tr Morningstar Glob

ETFs
17.1K
+ 12.91%
$40.15 - $43.86 $686K - $750K
149K $6.54M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.41K
+ 0.86%
$49.55 - $52.25 $219K - $231K
517K $27M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.19K
+ 1.71%
$39.8 - $42.86 $246K - $265K
369K $15.8M
SPMD
Spdr Portfolio

ETFs
8.67K
+ 4.23%
$54.43 - $58.29 $472K - $506K
214K $12.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.14K
+ 4.7%
$84.28 - $89.46 $434K - $460K
115K $10.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26.9K
+ 11.77%
$25.21 - $25.99 $677K - $698K
255K $6.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.64K
+ 3.84%
$42.26 - $47.16 $196K - $219K
126K $5.82M
PULS
Pgim ETF Tr

ETFs
12.5K
+ 3.03%
$49.58 - $49.83 $621K - $625K
426K $21.2M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
9.66K
+ 20.74%
$53.93 - $57.58 $521K - $556K
56.2K $3.17M
AVEM
American Centy ETF Tr Avantis

ETFs
2.93K
+ 4.67%
$68.33 - $75.41 $200K - $221K
65.7K $4.93M
WEC
Wec Energy Group, Inc.

Utilities
4.61K
+ 75.83%
$103.66 - $114.59 $477K - $528K
10.7K $1.22M
BBSC
Jp Morgan Exc Trd Tr Betabuild
367
+ 0.55%
$66.0 - $75.41 $24.2K - $27.7K
67.2K $4.98M
ISCG
Ishares Morningstar Small Cap

ETFs
3.55K
+ 5.12%
$49.84 - $55.14 $177K - $196K
72.9K $3.96M
CSB
Victory Portf Ii Shs Us Small

ETFs
3.83K
+ 8.71%
$55.33 - $60.22 $212K - $230K
47.8K $2.83M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.32K
+ 8.51%
$29.65 - $31.77 $217K - $232K
93.3K $2.95M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.23K
+ 2.77%
$87.07 - $93.06 $107K - $115K
45.8K $4.19M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.57K
+ 6.26%
$42.67 - $46.91 $110K - $121K
43.7K $2.04M
ORCL
Oracle Corp

Technology
143
+ 8.41%
$218.96 - $328.33 $31.3K - $47K
1.84K $518K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.9K
+ 10.38%
$25.28 - $25.63 $124K - $125K
52K $1.33M
GE
General Electric CO

Industrials
383
+ 371.84%
$244.75 - $305.63 $93.7K - $117K
486 $146K
MSFT
Microsoft Corp

Technology
123
+ 5.71%
$491.09 - $535.64 $60.4K - $65.9K
2.28K $1.18M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
202
+ 1.36%
$68.95 - $75.02 $13.9K - $15.2K
15.1K $1.13M
AVGO
Broadcom Inc.

Technology
210
+ 38.67%
$264.74 - $369.57 $55.6K - $77.6K
753 $248K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
29
+ 0.32%
$79.39 - $90.39 $2.3K - $2.62K
9.19K $814K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
513
+ 3.0%
$37.04 - $40.86 $19K - $21K
17.6K $718K
GOOGL
Alphabet Inc.

Communication Services
187
+ 62.33%
$174.36 - $254.72 $32.6K - $47.6K
487 $118K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
48
+ 0.53%
$97.9 - $106.24 $4.7K - $5.1K
9.15K $951K
IRBO
Ishares Robotics & Artificial

ETFs
2.03K
+ 45.3%
N/A
6.51K $208K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 3.12%
$357.4 - $423.42 $11.1K - $13.1K
1.03K $415K
GLD
Spdr Gold Trust

ETFs
13
+ 1.74%
$300.96 - $355.47 $3.91K - $4.62K
762 $270K
SYM
Symbotic Inc.

Financial Services
534
+ 65.12%
$39.68 - $63.21 $21.2K - $33.8K
1.35K $72K
MAR
Marriott International Inc

Consumer Cyclical
150
+ 468.75%
$255.35 - $282.87 $38.3K - $42.4K
182 $47K
DFAT
Dimensional ETF Tr U S Target

ETFs
663
+ 350.79%
$53.36 - $59.69 $35.4K - $39.6K
852 $49K
META
Meta Platforms, Inc.

Communication Services
49
+ 21.97%
$695.21 - $791.73 $34.1K - $38.8K
272 $199K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57
+ 2.19%
$108.46 - $120.63 $6.18K - $6.88K
2.66K $316K
ASML
Asml Holding Nv

Technology
30
+ 300.0%
$689.63 - $968.09 $20.7K - $29K
40 $38K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
41
+ 0.9%
$87.69 - $96.0 $3.6K - $3.94K
4.6K $433K
V
Visa Inc.

Financial Services
99
+ 25.0%
$332.09 - $358.86 $32.9K - $35.5K
495 $168K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5
+ 1.44%
$103.83 - $179.9 $519 - $900
353 $63K
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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