IAG Wealth Partners
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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
Q3 		– Sell
-36
Closed -$2.73K – 534
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

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

IAG Wealth Partners sold out of Crown Castle (CCI) in Q3 2026, closing a stake of 36 shares — an estimated $2.73K sold.

IAG Wealth Partners first reported a position in CCI in Q4 2019 and held it in 27 quarters. The position peaked at $38K in Q1 2022. 503 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • IAG Wealth Partners reported no remaining Crown Castle position as of Q3 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 36 Crown Castle shares in Q3 2026, an estimated $2.73K.
  • IAG Wealth Partners first reported a position in Crown Castle in Q4 2019 and held it in 27 quarters.
  • IAG Wealth Partners's Crown Castle position peaked at $38K in Q1 2022.
  • 503 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

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