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IAG Wealth Partners’s BorgWarner BWA Stock Holding History

IAG Wealth Partners’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-160
Closed -$4.58K – 499
2025
Q1 		$4.58K Hold
160
– – ﹤0.01% 411
2024
Q4 		$5.09K Hold
160
– – ﹤0.01% 423
2024
Q3 		$5.81K Hold
160
– – ﹤0.01% 393
2024
Q2 		$5.16K Hold
160
– – ﹤0.01% 399
2024
Q1 		$5.56K Hold
160
– – ﹤0.01% 368
2023
Q4 		$5.74K Buy
+160
New +$5.71K ﹤0.01% 356

Other funds holding BWA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IAG Wealth Partners's BWA Position: Q2 2025 in Review

IAG Wealth Partners sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 160 shares — an estimated $4.58K sold.

IAG Wealth Partners first reported a position in BWA in Q4 2023 and held it in 6 quarters. The position peaked at $5.81K in Q3 2024. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

  • IAG Wealth Partners reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 160 BorgWarner shares in Q2 2025, an estimated $4.58K.
  • IAG Wealth Partners first reported a position in BorgWarner in Q4 2023 and held it in 6 quarters.
  • IAG Wealth Partners's BorgWarner position peaked at $5.81K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.