EdgeMarket › What Iag Wealth Partners, Llc reported owning
What Iag Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
895.9MPositions
509Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 64.8M | 7.2% | 846.2K | 90.13 | +20.1% |
| JBND JPMorgan Active Bond ETF | 59.7M | 6.7% | 1.1M | 52.65 | -1.7% |
| MMIT NYLI MacKay Muni Intermediate ETF | 45.9M | 5.1% | 1.9M | 23.98 | +0.5% |
| AVIV Avantis International Large Cap Value ETF | 43.4M | 4.8% | 580.5K | 83.50 | +27.1% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 40.7M | 4.5% | 325.5K | 146.19 | +16.7% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 35.7M | 4.0% | 399.2K | 100.73 | +18.5% |
| DIVB iShares Core Dividend ETF | 28.2M | 3.1% | 522.2K | 68.94 | +34.2% |
| GSIE Goldman Sachs ActiveBeta International Equity | 27.9M | 3.1% | 647.8K | 48.15 | +17.5% |
| DON WisdomTree U.S. MidCap Dividend Fund | 26.3M | 2.9% | 500.7K | 58.26 | +12.6% |
| IVV iShares Core S&P 500 ETF | 25.0M | 2.8% | 38.3K | 769.31 | +20.0% |
| CTA Simplify Managed Futures Strategy ETF | 24.0M | 2.7% | 794.9K | 28.55 | +3.3% |
| PWV Invesco Large Cap Value ETF | 22.5M | 2.5% | 322.9K | 82.22 | +29.2% |
| VUG Vanguard Morningstar Growth ETF | 22.2M | 2.5% | 50.9K | 87.50 | +15.9% |
| AVDE Avantis International Equity ETF | 21.7M | 2.4% | 255.7K | 94.26 | +22.4% |
| JMUB JPMorgan Municipal ETF | 20.7M | 2.3% | 413.2K | 49.69 | +0.5% |
| PULS PGIM Ultra Short Bond ETF | 20.6M | 2.3% | 416.0K | 49.67 | -0.2% |
| FELG Fidelity Enhanced Large Cap Growth ETF | 20.3M | 2.3% | 540.7K | 43.87 | +14.3% |
| SPDW State Street SPDR Portfolio Developed World ex | 18.9M | 2.1% | 414.8K | 52.02 | +24.4% |
| HAP VanEck Natural Resources ETF | 18.3M | 2.0% | 253.1K | 77.27 | +42.8% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 18.1M | 2.0% | 230.0K | 98.10 | +21.4% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 16.3M | 1.8% | 541.2K | 31.37 | +21.6% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 14.0M | 1.6% | 176.7K | 92.94 | +20.2% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 13.6M | 1.5% | 229.7K | 67.27 | +20.8% |
| RECS Columbia Research Enhanced Core ETF | 13.2M | 1.5% | 338.0K | 45.14 | +17.0% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 11.2M | 1.3% | 127.6K | 99.29 | +14.2% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 10.8M | 1.2% | 110.3K | 120.21 | +22.2% |
| IWY iShares Russell Top 200 Growth ETF | 10.5M | 1.2% | 42.4K | 285.72 | +11.8% |
| SFLO VictoryShares Small Cap Free Cash Flow ETF | 10.3M | 1.1% | 342.8K | 39.77 | +43.1% |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 10.2M | 1.1% | 280.1K | 41.52 | +23.2% |
| GUNR FlexShares Global Upstream Natural Resources I | 9.0M | 1.0% | 162.9K | 56.92 | +37.2% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 7.7M | 0.9% | 301.0K | 25.09 | -1.8% |
| MDYV State Street SPDR S&P 400 Mid Cap Value ETF | 6.9M | 0.8% | 80.9K | 95.71 | +17.2% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 6.5M | 0.7% | 135.3K | 57.28 | +28.7% |
| VIG Vanguard Div Appreciation ETF | 6.4M | 0.7% | 29.6K | 243.91 | +16.2% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 5.8M | 0.6% | 102.0K | 63.51 | +17.5% |
| AVEM Avantis Emerging Markets Equity ETF | 5.6M | 0.6% | 69.1K | 94.24 | +33.1% |
| GNR State Street SPDR S&P Global Natural Resources | 5.3M | 0.6% | 70.5K | 79.26 | +41.4% |
| DFAE Dimensional Emerging Core Equity Market ETF | 5.2M | 0.6% | 153.7K | 39.49 | +32.0% |
| BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ET | 5.1M | 0.6% | 67.5K | 91.60 | +31.8% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 4.8M | 0.5% | 182.9K | 26.16 | -1.4% |
| RODM Hartford Multifactor Developed Markets (ex-US) | 4.7M | 0.5% | 118.8K | 42.22 | +19.5% |
| FESM Fidelity Enhanced Small Cap Core ETF | 4.6M | 0.5% | 121.3K | 47.94 | +41.3% |
| SPHQ Invesco S&P 500 Quality ETF | 4.4M | 0.5% | 58.8K | 85.95 | +18.7% |
| FMDE Fidelity Enhanced Mid Cap Core ETF | 4.4M | 0.5% | 122.9K | 42.39 | +20.2% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 4.3M | 0.5% | 44.7K | 110.20 | +24.2% |
| ISCG iShares Morningstar Small-Cap Growth ETF | 4.3M | 0.5% | 78.1K | 65.11 | +26.8% |
| FLQM Franklin U.S. Mid Cap Multifactor Index ETF | 3.5M | 0.4% | 64.5K | 61.65 | +9.4% |
| DFIS Dimensional International Small Cap ETF | 3.4M | 0.4% | 101.2K | 37.55 | +21.5% |
| NBCM Neuberger Commodity Strategy ETF | 3.4M | 0.4% | 121.2K | 30.64 | +37.2% |
| CSB VictoryShares US Small Cap High Div Volatility | 3.2M | 0.4% | 51.5K | 67.23 | +16.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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