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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

IAG Wealth Partners held its Crown Castle (CCI) position steady in Q1 2026 at 36 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

IAG Wealth Partners first reported a position in CCI in Q4 2019 and has held it in 26 quarters since. The position peaked at $38K in Q1 2022. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

IAG Wealth Partners held 36 shares of Crown Castle worth $2.93K as of Q1 2026.
IAG Wealth Partners left its Crown Castle share count unchanged in Q1 2026.
Crown Castle made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #455 holding.
IAG Wealth Partners first reported a position in Crown Castle in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Crown Castle position peaked at $38K in Q1 2022.
955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

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