HWA
IPG

Heartwood Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History

Heartwood Wealth Advisors’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17
Closed -$474 – 398
2025
Q3 		$474 Buy
+17
New +$439 ﹤0.01% 604

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Heartwood Wealth Advisors's IPG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 17 shares — an estimated $474 sold.

Heartwood Wealth Advisors first reported a position in IPG in Q3 2025 and held it in 1 quarter. The position peaked at $474 in Q3 2025. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 17 Interpublic Group of Companies shares in Q4 2025, an estimated $474.
  • Heartwood Wealth Advisors first reported a position in Interpublic Group of Companies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Interpublic Group of Companies position peaked at $474 in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.