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IAG Wealth Partners’s Crown Castle CCI Stock Holding History

IAG Wealth Partners’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73K Hold
36
– – ﹤0.01% 448
2026
Q1 		$2.93K Hold
36
– – ﹤0.01% 455
2025
Q4 		$3.2K Hold
36
– – ﹤0.01% 428
2025
Q3 		$3.47K Hold
36
– – ﹤0.01% 444
2025
Q2 		$3.7K Hold
36
– – ﹤0.01% 418
2025
Q1 		$3.75K Hold
36
– – ﹤0.01% 424
2024
Q4 		$3.27K Hold
36
– – ﹤0.01% 450
2024
Q3 		$4.27K Hold
36
– – ﹤0.01% 415
2024
Q2 		$3.52K Hold
36
– – ﹤0.01% 422
2024
Q1 		$3.81K Sell
36
-100
-74% -$10.9K ﹤0.01% 386
2023
Q4 		$15.7K Hold
136
– – ﹤0.01% 257
2023
Q3 		$12.5K Hold
136
– – ﹤0.01% 272
2023
Q2 		$15.5K Hold
136
– – ﹤0.01% 264
2023
Q1 		$18.2K Buy
136
+100
+278% +$13.8K 0.01% 236
2022
Q4 		$4.88K Sell
36
-170
-83% -$23K ﹤0.01% 366
2022
Q3 		$30K Sell
206
-10
-5% -$1.71K 0.01% 167
2022
Q2 		$36K Buy
216
+10
+5% +$1.82K 0.01% 154
2022
Q1 		$38K Buy
206
+70
+51% +$12.5K 0.01% 162
2021
Q4 		$28K Buy
136
+100
+278% +$18.5K 0.01% 181
2021
Q3 		$7K Hold
36
– – ﹤0.01% 295
2021
Q2 		$8K Hold
36
– – ﹤0.01% 276
2021
Q1 		$7K Sell
36
-15
-29% -$2.4K ﹤0.01% 289
2020
Q4 		$9K Hold
51
– – ﹤0.01% 247
2020
Q3 		$9K Sell
51
-12
-19% -$1.98K ﹤0.01% 228
2020
Q2 		$11K Hold
63
– – 0.01% 205
2020
Q1 		$10K Hold
63
– – 0.01% 199
2019
Q4 		$9K Buy
+63
New +$8.59K 0.01% 267

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IAG Wealth Partners's CCI Position: Q2 2026 in Review

IAG Wealth Partners held its Crown Castle (CCI) position steady in Q2 2026 at 36 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

IAG Wealth Partners first reported a position in CCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $38K in Q1 2022. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • IAG Wealth Partners held 36 shares of Crown Castle worth $2.73K as of Q2 2026.
  • IAG Wealth Partners left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #448 holding.
  • IAG Wealth Partners first reported a position in Crown Castle in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Crown Castle position peaked at $38K in Q1 2022.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.