| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR PORTFOLIO | 19 | Q2 2024 | 12.8% |
| SPDR PORTFOLIO | 19 | Q2 2024 | 12.2% |
| ISHARES CORE | 19 | Q2 2024 | 16.6% |
| GOLDMAN SACHS | 19 | Q2 2024 | 8.5% |
| WISDOMTREE U S | 19 | Q2 2024 | 6.7% |
| GOLDMAN SACHS | 19 | Q2 2024 | 6.8% |
| WISDOMTREE U S | 19 | Q2 2024 | 6.7% |
| SPDR PORTFOLIO | 19 | Q2 2024 | 7.1% |
| VANGUARD DIVIDEND | 19 | Q2 2024 | 4.8% |
| ISHARES MSCI | 19 | Q2 2024 | 3.1% |
View IAG Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-03 |
View IAG Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.