Independent Wealth Network Inc.

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Urbandale, IA
CIK
0001891240
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 39 38,189 SPYV, SPYG, ACWI, SPLG 13F-HR 4/11/2024 000189124024000002
Q4 2023 218 190,105 CAT, SPYG, SPLG, JPST 13F-HR 1/12/2024 000189124024000001
Q3 2023 201 162,638 CAT, SPYG, JPST, SPYV 13F-HR 10/11/2023 000189124023000004
Q2 2023 208 166,393 JPST, SPYG, CAT, SPLG 13F-HR 7/12/2023 000189124023000003
Q1 2023 200 156,341 JPST, CAT, SPYG, SPYV 13F-HR 4/18/2023 000189124023000002
Q4 2022 198 146,200 JPST, CAT, SPYG, SPYV 13F-HR 1/25/2023 000189124023000001
Q3 2022 176 128,022 JPST, SPYG, CAT, SPYV 13F-HR 10/17/2022 000189124022000004
Q2 2022 186 138,882 JPST, SPYG, CAT, SPYV 13F-HR 7/26/2022 000189124022000003
Q1 2022 201 157,509 SPYG, CAT, SPYV, JPST 13F-HR 4/20/2022 000189124022000002
Q4 2021 220 162,483 SPYG, CAT, SPYV, SPAB 13F-HR 2/10/2022 000189124022000001
Q3 2021 207 152,966 SPYG, CAT, SPYV, SPAB 13F-HR 11/4/2021 000189124021000002