IAG Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Waukesha, WI
CIK
0001827261
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 435 438,273 SPDW, SPLG, GSLC, DLN 13F-HR 2/2/2024 000110465924010083
Q3 2023 448 358,678 SPLG, SPDW, MMIT, DLN 13F-HR 10/24/2023 000110465923111117
Q2 2023 459 378,395 SPLG, SPDW, GSLC, DLN 13F-HR 8/10/2023 000110465923089809
Q1 2023 451 360,426 SPLG, SPDW, GSLC, DLN 13F-HR 4/25/2023 000110465923049357
Q4 2022 434 339,439 SPLG, SPDW, GSLC, DLN 13F-HR 2/8/2023 000110465923012470
Q3 2022 450 301,059 SPLG, SPDW, GSLC, DLN 13F-HR 10/26/2022 000110465922111559
Q2 2022 452 305,601 SPLG, SPDW, GSLC, IVV 13F-HR 8/3/2022 000110465922085628
Q1 2022 451 317,832 SPDW, SPLG, GSLC, IVV 13F-HR 5/3/2022 000110465922055442
Q4 2021 412 311,913 SPLG, SPDW, IVV, GSLC 13F-HR 2/14/2022 000110465922023273
Q3 2021 391 281,087 SPLG, SPDW, IVV, GSLC 13F-HR 11/4/2021 000182726121000010
Q2 2021 369 278,635 SPLG, IVV, SPDW, GSLC 13F-HR 8/4/2021 000182726121000009
Q1 2021 372 262,268 IVV, SPLG, SPDW, GSLC 13F-HR 4/29/2021 000182726121000008
Q4 2020 353 244,858 IVV, SPDW, SPLG, GSLC 13F-HR 2/11/2021 000182726121000002
Q3 2020 352 216,719 IVV, SPDW, SPLG, GSLC 13F-HR 2/11/2021 000182726121000003
Q2 2020 423 206,310 IVV, SPDW, SPLG, SPTM 13F-HR 2/11/2021 000182726121000004
Q1 2020 421 149,881 IVV, SPDW, SPLG, GSLC 13F-HR 2/11/2021 000182726121000005
Q4 2019 435 153,115 IVV, SPDW, GSLC, SPLG 13F-HR 2/11/2021 000182726121000006