Iag Wealth Partners, LLC Sells in Q2 2025

Iag Wealth Partners, LLC

  • $681 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HTAB
Hartford Fds Exchange Traded

ETFs
-218K
- 18.56%
$18.44 - $19.31 $4.03M - $4.22M
958K $17.9M
GTO
Invesco Actively Managed ETF T

ETFs
-79.6K
- 92.26%
$45.73 - $47.2 $3.64M - $3.76M
6.67K $312K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-88.5K
- 8.13%
$23.36 - $24.11 $2.07M - $2.13M
999K $23.8M
JHMM
John Hancock Multifactor Mid C

ETFs
-22.2K
- 31.38%
$50.32 - $61.13 $1.12M - $1.36M
48.6K $2.97M
GNR
Spdr S&P Global Natural Resour

ETFs
-16.1K
- 19.32%
$45.66 - $55.03 $737K - $888K
67.4K $3.65M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-14.1K
- 44.78%
$37.77 - $48.45 $533K - $684K
17.4K $843K
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.92K
- 36.79%
$50.28 - $50.47 $348K - $349K
11.9K $598K
OMFS
Invesco Exchange Traded Self I

ETFs
-8.92K
- 97.66%
$33.88 - $40.17 $302K - $358K
214 $8K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-14.3K
- 2.95%
$43.28 - $50.37 $619K - $721K
471K $23.6M
PFE
Pfizer Inc

Healthcare
-7.09K
- 78.9%
$21.59 - $24.84 $153K - $176K
1.9K $45K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-8.11K
- 8.95%
$59.24 - $71.39 $481K - $579K
82.5K $5.88M
SJNK
Spdr Bloomberg Short Term High

ETFs
-5.86K
- 11.05%
$24.12 - $25.48 $141K - $149K
47.2K $1.2M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.33K
- 5.47%
$28.02 - $32.37 $65.3K - $75.5K
40.3K $1.28M
MRK
Merck & Co., Inc.

Healthcare
-665
- 39.26%
$73.47 - $87.12 $48.9K - $57.9K
1.03K $81K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.09K
- 10.67%
$67.03 - $80.35 $73.3K - $87.9K
9.16K $730K
ORCL
Oracle Corp

Technology
-1.38K
- 44.74%
$122.82 - $218.63 $169K - $301K
1.7K $371K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-706
- 5.05%
$110.2 - $126.21 $77.8K - $89.1K
13.3K $1.66M
PEP
Pepsico Inc

Consumer Defensive
-210
- 22.01%
$128.02 - $151.37 $26.9K - $31.8K
744 $98K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-780
- 48.9%
$54.81 - $67.78 $42.8K - $52.9K
815 $55K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-275
- 44.14%
$152.42 - $182.82 $41.9K - $50.3K
348 $63K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-959
- 12.97%
$38.18 - $45.52 $36.6K - $43.7K
6.43K $281K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-500
- 16.09%
$90.56 - $109.49 $45.3K - $54.7K
2.61K $284K
IOO
Ishares Tr Global 100 ETF

ETFs
-416
- 78.34%
$84.95 - $107.81 $35.3K - $44.8K
115 $12K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-942
- 20.76%
$59.57 - $75.11 $56.1K - $70.8K
3.6K $270K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-167
- 32.43%
$99.37 - $134.05 $16.6K - $22.4K
348 $39K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.69%
$713.71 - $898.95 $2.14K - $2.7K
432 $336K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-373
- 48.13%
$57.41 - $74.81 $21.4K - $27.9K
402 $29K
FVD
First Tr Value Line Divid Inde

ETFs
-417
- 4.89%
$40.62 - $45.12 $16.9K - $18.8K
8.11K $362K
XLV
Select Sector Spdr Fund Health

ETFs
-85
- 17.0%
$128.77 - $144.3 $10.9K - $12.3K
415 $55K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-721
- 9.03%
$51.16 - $62.02 $36.9K - $44.7K
7.27K $450K
GLD
Spdr Gold Trust

ETFs
-99
- 11.67%
$273.71 - $316.29 $27.1K - $31.3K
749 $228K
VIG
Vanguard Dividend Appreciation

ETFs
-92
- 0.27%
N/A
34.6K $6.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.46K
- 8.03%
$22.92 - $28.05 $79.3K - $97.1K
39.7K $1.11M
VZ
Verizon Communications Inc

Communication Services
-233
- 10.64%
$41.67 - $45.62 $9.71K - $10.6K
1.96K $84K
AMP
Ameriprise Financial Inc

Financial Services
-30
- 90.91%
$422.19 - $533.73 $12.7K - $16K
3 $1K
V
Visa Inc.

Financial Services
-43
- 9.79%
$308.27 - $373.31 $13.3K - $16.1K
396 $140K
MCK
Mckesson Corp

Healthcare
-16
- 66.67%
$652.83 - $732.78 $10.4K - $11.7K
8 $5K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-150
- 11.34%
$81.46 - $94.63 $12.2K - $14.2K
1.17K $111K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-203
- 13.16%
$49.79 - $50.75 $10.1K - $10.3K
1.34K $68K
CGGR
Capital Group Growth ETF Shs C

ETFs
-339
- 56.88%
$30.53 - $40.65 $10.3K - $13.8K
257 $10K
GWW
W.W. Grainger, Inc.

Industrials
-16
- 12.9%
$919.93 - $1101.66 $14.7K - $17.6K
108 $112K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-13.7K
- 13.71%
$23.2 - $29.84 $317K - $408K
85.9K $2.56M
CMCSA
Comcast Corp

Communication Services
-204
- 16.82%
$32.84 - $36.72 $6.7K - $7.49K
1.01K $36K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-65
- 36.11%
N/A
115 $9K
VBR
Vanguard Small Cap Value ETF

ETFs
-45
- 15.52%
$162.76 - $195.77 $7.32K - $8.81K
245 $47K
CRM
Salesforce, Inc.

Technology
-20
- 13.33%
$236.26 - $291.15 $4.73K - $5.82K
130 $35K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-15
- 0.51%
$55.32 - $65.02 $830 - $975
2.9K $181K
MO
Altria Group, Inc.

Consumer Defensive
-48
- 6.59%
$55.56 - $60.91 $2.67K - $2.92K
680 $39K
UA
Under Armour Inc Cl C

Consumer Cyclical
-675
- 45.76%
$4.73 - $6.59 $3.19K - $4.45K
800 $5K
Activity Summary
Buys All Purchases 109 New Holdings 29 Increased Positions 80 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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