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IAG Wealth Partners’s Avista AVA Stock Holding History

IAG Wealth Partners’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1K Hold
400
– – ﹤0.01% 328
2025
Q4 		$15.4K Hold
400
– – ﹤0.01% 315
2025
Q3 		$15.1K Hold
400
– – ﹤0.01% 336
2025
Q2 		$15.2K Hold
400
– – ﹤0.01% 305
2025
Q1 		$16.7K Hold
400
– – ﹤0.01% 288
2024
Q4 		$14.7K Hold
400
– – ﹤0.01% 305
2024
Q3 		$15.5K Sell
400
-270
-40% -$10.2K ﹤0.01% 296
2024
Q2 		$23.2K Hold
670
– – ﹤0.01% 253
2024
Q1 		$23.5K Hold
670
– – 0.01% 228
2023
Q4 		$23.9K Buy
+670
New +$22.7K 0.01% 217

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IAG Wealth Partners's AVA Position: Q1 2026 in Review

IAG Wealth Partners held its Avista (AVA) position steady in Q1 2026 at 400 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

IAG Wealth Partners first reported a position in AVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.9K in Q4 2023. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • IAG Wealth Partners held 400 shares of Avista worth $16.1K as of Q1 2026.
  • IAG Wealth Partners left its Avista share count unchanged in Q1 2026.
  • Avista made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #328 holding.
  • IAG Wealth Partners first reported a position in Avista in Q4 2023 and has held it in 10 quarters since.
  • IAG Wealth Partners's Avista position peaked at $23.9K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.