Ownership history in IAG Wealth Partners, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which IAG Wealth Partners, LLC reported a position in ISHARES MORNINGSTAR (ISCG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 76,183 | +3,315 | +4.5% | 0.49% | $4.2M | $55.38 |
| 2025 Q3 | ADDED | 72,868 | +3,551 | +5.1% | 0.48% | $4.0M | $54.13 |
| 2025 Q2 | REDUCED | 69,317 | -5,585 | -7.5% | 0.46% | $3.4M | $49.51 |
| 2025 Q1 | ADDED | 74,902 | +3,537 | +5.0% | 0.52% | $3.4M | $44.75 |
| 2024 Q4 | REDUCED | 71,365 | -150 | -0.2% | 0.62% | $3.5M | $49.06 |
| 2024 Q3 | ADDED | 71,515 | +1,934 | +2.8% | 0.65% | $3.5M | $48.37 |
| 2024 Q2 | ADDED | 69,581 | +4,049 | +6.2% | 0.64% | $3.2M | $44.86 |
| 2024 Q1 | ADDED | 65,532 | +2,928 | +4.7% | 0.66% | $3.1M | $45.87 |
| 2023 Q4 | INITIATED | 62,604 | — | — | 0.63% | $2.8M | — |
As of 2025 Q4 — sorted by position size