SCJ β€” ISHARES MSCI

Ownership history in IAG Wealth Partners, LLC  Β·  7 quarters on record

AI Ownership Summary

IAG Wealth Partners, LLC reported ISHARES MSCI (SCJ) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SCJ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAG Wealth Partners, LLC's position in ISHARES MSCI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IAG Wealth Partners, LLC held SCJ β€” position size vs. price
% of Fund (quarterly)    SCJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 65 β€” 0% 0.00% $6K 2025-11-12 $90.17
2025 Q2 UNCHANGED 65 β€” 0% 0.00% $6K 2025-08-13 $88.28
2025 Q1 UNCHANGED 65 β€” 0% 0.00% $5K 2025-04-16 $74.38
2024 Q4 UNCHANGED 65 β€” 0% 0.00% $5K 2025-02-10 $73.05
2024 Q3 UNCHANGED 65 β€” 0% 0.00% $5K 2024-10-29 $70.50
2024 Q2 UNCHANGED 65 β€” 0% 0.00% $5K 2024-07-16 $70.64
2024 Q1 INITIATED 65 β€” β€” 0.00% $5K 2024-04-24 $68.73

FAQ About IAG Wealth Partners, LLC and SCJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has IAG Wealth Partners, LLC reported owning SCJ?

IAG Wealth Partners, LLC reported SCJ across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SCJ position in IAG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for SCJ was 0.00% in 2024 Q1.

What is the latest reported SCJ position on this page?

The most recent filing on this page is 2025 Q3, when IAG Wealth Partners, LLC reported 65 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this SCJ ownership page compare?

The chart compares IAG Wealth Partners, LLC's quarterly SCJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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