• 13F History

IAG Wealth Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$643M
Signature - Title
Jennifer Von Ruden - Chief Compliance Officer
Location
Waukesha, WI
Summary
This page shows a list of all the recent 13F filings made by IAG Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IAG Wealth Partners, LLC reported 498 stock holdings with total value $643M as of Q1 2025. Top holdings included JBND, SPLG, DLN, AVIV, and GSLC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 498 $643M +$125M -$45.2M +$79.5M JBND, SPLG, DLN, AVIV, GSLC 13F-HR 4/16/2025, 04:48 PM
Q4 2024 507 $567M +$49.1M -$11.6M +$37.5M SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 2/10/2025, 09:20 AM
Q3 2024 488 $541M +$21.7M -$8.02M +$13.6M SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 10/29/2024, 02:06 PM
Q2 2024 499 $498M +$39.4M -$8.82M +$30.6M SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 7/16/2024, 02:07 PM
Q1 2024 445 $466M +$19.6M -$20.5M -$928K SPLG, SPDW, DLN, GSLC, MMIT 13F-HR 4/24/2024, 12:21 PM
Q4 2023 424 $438M +$73.3M -$29M +$44.3M SPDW, SPLG, GSLC, DLN, MMIT 13F-HR 2/2/2024, 04:35 PM
Q3 2023 448 $359M +$10.2M -$14.4M -$4.17M SPLG, SPDW, MMIT, DLN, GSLC 13F-HR 10/24/2023, 04:36 PM
Q2 2023 452 $378M +$24.7M -$22.1M +$2.67M SPLG, SPDW, GSLC, DLN, MMIT 13F-HR 8/10/2023, 04:17 PM
Q1 2023 450 $360M +$30.3M -$25.2M +$5.12M SPLG, SPDW, GSLC, DLN, GSIE 13F-HR 4/25/2023, 09:19 AM
Q4 2022 434 $339M +$28.2M -$16.2M +$12M SPLG, SPDW, GSLC, DLN, IVV 13F-HR 2/8/2023, 10:36 AM
Q3 2022 410 $301M +$27.1M -$11.5M +$15.6M SPLG, SPDW, GSLC, DLN, IVV 13F-HR 10/26/2022, 04:35 PM
Q2 2022 405 $305M +$46.1M -$12M +$34.1M SPLG, SPDW, GSLC, IVV, DLN 13F-HR 8/3/2022, 04:11 PM
Q1 2022 420 $317M +$26.7M -$5.86M +$20.9M SPDW, SPLG, GSLC, IVV, DLN 13F-HR 5/3/2022, 08:03 PM
Q4 2021 386 $311M +$33.1M -$10.7M +$22.4M SPLG, SPDW, IVV, GSLC, GSIE 13F-HR 2/14/2022, 04:30 PM
Q3 2021 364 $281M +$14.7M -$9.33M +$5.33M SPLG, SPDW, IVV, GSLC, GSIE 13F-HR 11/4/2021, 04:45 PM
Q2 2021 346 $279M +$9M -$7.9M +$1.1M SPLG, IVV, SPDW, GSLC, GSIE 13F-HR 8/4/2021, 12:53 PM
Q1 2021 347 $262M +$9.25M -$7.21M +$2.04M IVV, SPLG, SPDW, GSLC, GSIE 13F-HR 4/29/2021, 10:04 AM
Q4 2020 320 $245M +$7.03M -$7.31M -$281K IVV, SPDW, SPLG, GSLC, GSIE 13F-HR 2/11/2021, 01:58 PM
Q3 2020 313 $217M +$8.89M -$10.3M -$1.41M IVV, SPDW, SPLG, GSLC, SPTM 13F-HR 2/11/2021, 02:09 PM
Q2 2020 330 $206M +$43.1M -$11.6M +$31.4M IVV, SPDW, SPLG, SPTM, GSLC 13F-HR 2/11/2021, 02:19 PM
Q1 2020 330 $150M +$41.3M -$10.5M +$30.9M IVV, SPDW, SPLG, GSLC, AGG 13F-HR 2/11/2021, 03:21 PM
Q4 2019 344 $153M IVV, SPDW, GSLC, SPLG, DON 13F-HR 2/11/2021, 03:28 PM