IAG Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$541M
Signature - Title
Jennifer Von Ruden - Chief Compliance Officer
Location
Waukesha, WI
Summary
This page shows a list of all the recent 13F filings made by IAG Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IAG Wealth Partners, LLC reported 488 stock holdings with total value $541M as of Q3 2024. Top holdings included SPLG, SPDW, DLN, GSLC, and MMIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 488 $541M +$21.7M -$8.02M +$13.6M SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 10/29/2024, 02:06 PM
Q2 2024 499 $498M +$39.4M -$8.84M +$30.6M SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 7/16/2024, 02:07 PM
Q1 2024 446 $466M +$19.6M -$20.5M -$928K SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 4/24/2024, 12:21 PM
Q4 2023 424 $438M +$73.3M -$29M +$44.3M SPDW, SPLG, GSLC, DLN, MMIT 13F-HR 2/2/2024, 04:35 PM
Q3 2023 448 $359M +$10.2M -$15.6M -$5.4M SPLG, SPDW, MMIT, DLN, GSLC 13F-HR 10/24/2023, 04:36 PM
Q2 2023 452 $378M +$24.7M -$23M +$1.76M SPLG, SPDW, GSLC, DLN, MMIT 13F-HR 8/10/2023, 04:17 PM
Q1 2023 450 $360M +$30.3M -$26.4M +$3.88M SPLG, SPDW, GSLC, DLN, GSIE 13F-HR 4/25/2023, 09:19 AM
Q4 2022 434 $339M +$27.7M -$16.7M +$11M SPLG, SPDW, GSLC, DLN, IVV 13F-HR 2/8/2023, 11:36 AM
Q3 2022 428 $301M +$27.1M -$12.3M +$14.8M SPLG, SPDW, GSLC, DLN, IVV 13F-HR 10/26/2022, 04:35 PM
Q2 2022 432 $306M +$46.2M -$13M +$33.2M SPLG, SPDW, GSLC, IVV, DLN 13F-HR 8/3/2022, 04:11 PM
Q1 2022 439 $318M +$27M -$6.66M +$20.3M SPDW, SPLG, GSLC, IVV, DLN 13F-HR 5/3/2022, 08:03 PM
Q4 2021 397 $312M +$33.3M -$11.8M +$21.5M SPLG, SPDW, IVV, GSLC, GSIE 13F-HR 2/14/2022, 05:30 PM
Q3 2021 389 $281M +$14.7M -$9.33M +$5.33M SPLG, SPDW, IVV, GSLC, GSIE 13F-HR 11/4/2021, 04:45 PM
Q2 2021 369 $279M +$8.99M -$7.9M +$1.09M SPLG, IVV, SPDW, GSLC, GSIE 13F-HR 8/4/2021, 12:53 PM
Q1 2021 369 $262M +$9.24M -$7.21M +$2.03M IVV, SPLG, SPDW, GSLC, GSIE 13F-HR 4/29/2021, 10:04 AM
Q4 2020 353 $245M +$7.03M -$7.46M -$436K IVV, SPDW, SPLG, GSLC, GSIE 13F-HR 2/11/2021, 02:58 PM
Q3 2020 352 $217M +$8.88M -$10.7M -$1.86M IVV, SPDW, SPLG, GSLC, SPTM 13F-HR 2/11/2021, 03:09 PM
Q2 2020 420 $206M +$43.1M -$12M +$31.1M IVV, SPDW, SPLG, SPTM, GSLC 13F-HR 2/11/2021, 03:19 PM
Q1 2020 419 $150M +$41.3M -$11.7M +$29.6M IVV, SPDW, SPLG, GSLC, AGG 13F-HR 2/11/2021, 04:21 PM
Q4 2019 434 $153M $0 $0 IVV, SPDW, GSLC, SPLG, DON 13F-HR 2/11/2021, 04:28 PM