Creative Planning’s IAMGOLD IAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.5K Buy
13,536
+225
+2% +$1.65K ﹤0.01% 3412
2025
Q1
$83.2K Buy
13,311
+2,294
+21% +$14.3K ﹤0.01% 3263
2024
Q4
$56.8K Buy
11,017
+115
+1% +$593 ﹤0.01% 3220
2024
Q3
$57K Sell
10,902
-4,217
-28% -$22.1K ﹤0.01% 3080
2024
Q2
$56.7K Buy
15,119
+1,782
+13% +$6.68K ﹤0.01% 2897
2024
Q1
$44.4K Buy
+13,337
New +$44.4K ﹤0.01% 2775
2023
Q3
Sell
-13,524
Closed -$35.6K 2855
2023
Q2
$35.6K Sell
13,524
-582,500
-98% -$1.53M ﹤0.01% 2445
2023
Q1
$1.62M Buy
596,024
+581,687
+4,057% +$1.58M ﹤0.01% 865
2022
Q4
$37K Buy
14,337
+3,712
+35% +$9.58K ﹤0.01% 2246
2022
Q3
$11K Hold
10,625
﹤0.01% 2175
2022
Q2
$17K Buy
+10,625
New +$17K ﹤0.01% 2119
2019
Q4
Sell
-13,390
Closed -$46K 1910
2019
Q3
$46K Buy
13,390
+1,000
+8% +$3.44K ﹤0.01% 1775
2019
Q2
$42K Sell
12,390
-3,100
-20% -$10.5K ﹤0.01% 1803
2019
Q1
$54K Sell
15,490
-56,900
-79% -$198K ﹤0.01% 1745
2018
Q4
$266K Buy
72,390
+55,500
+329% +$204K ﹤0.01% 1302
2018
Q3
$62K Sell
16,890
-5,100
-23% -$18.7K ﹤0.01% 1820
2018
Q2
$128K Sell
21,990
-8,000
-27% -$46.6K ﹤0.01% 1708
2018
Q1
$156K Buy
29,990
+1,450
+5% +$7.54K ﹤0.01% 1654
2017
Q4
$166K Buy
28,540
+5,200
+22% +$30.2K ﹤0.01% 1645
2017
Q3
$142K Sell
23,340
-1,000
-4% -$6.08K ﹤0.01% 1659
2017
Q2
$126K Sell
24,340
-74,100
-75% -$384K ﹤0.01% 1805
2017
Q1
$394K Buy
98,440
+10,168
+12% +$40.7K ﹤0.01% 1112
2016
Q4
$340K Sell
88,272
-1,066
-1% -$4.11K ﹤0.01% 1123
2016
Q3
$362K Buy
89,338
+70,400
+372% +$285K ﹤0.01% 1065
2016
Q2
$78K Sell
18,938
-49,428
-72% -$204K ﹤0.01% 1821
2016
Q1
$151K Sell
68,366
-10,400
-13% -$23K ﹤0.01% 1368
2015
Q4
$112K Buy
78,766
+7,000
+10% +$9.95K ﹤0.01% 1551
2015
Q3
$117K Buy
71,766
+8,400
+13% +$13.7K ﹤0.01% 1498
2015
Q2
$127K Sell
63,366
-8,650
-12% -$17.3K ﹤0.01% 941
2015
Q1
$135K Buy
72,016
+6,600
+10% +$12.4K ﹤0.01% 1393
2014
Q4
$177K Buy
65,416
+31,600
+93% +$85.5K ﹤0.01% 1213
2014
Q3
$93K Buy
33,816
+2,616
+8% +$7.19K ﹤0.01% 1517
2014
Q2
$129K Buy
31,200
+1,800
+6% +$7.44K ﹤0.01% 1262
2014
Q1
$103K Buy
29,400
+2,270
+8% +$7.95K ﹤0.01% 1383
2013
Q4
$90K Buy
27,130
+6,000
+28% +$19.9K ﹤0.01% 1252
2013
Q3
$100K Buy
21,130
+5,100
+32% +$24.1K ﹤0.01% 1117
2013
Q2
$69K Buy
+16,030
New +$69K ﹤0.01% 1197