IAG Wealth Partners
AVA icon

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
Q3 		$14K Hold
400
– – ﹤0.01% 369
2026
Q2 		$16.4K Hold
400
– – ﹤0.01% 330
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

IAG Wealth Partners's AVA Position: Q3 2026 in Review

IAG Wealth Partners held its Avista (AVA) position steady in Q3 2026 at 400 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

IAG Wealth Partners first reported a position in AVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.9K in Q4 2023. 218 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • IAG Wealth Partners held 400 shares of Avista worth $14K as of Q3 2026.
  • IAG Wealth Partners left its Avista share count unchanged in Q3 2026.
  • Avista made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #369 holding.
  • IAG Wealth Partners first reported a position in Avista in Q4 2023 and has held it in 12 quarters since.
  • IAG Wealth Partners's Avista position peaked at $23.9K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.