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IAG Wealth Partners’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

IAG Wealth Partners’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4M Buy
51,901
+388
+0.8% +$24.8K 0.34% 52
2026
Q1 		$3.18M Buy
51,513
+1,745
+4% +$108K 0.36% 50
2025
Q4 		$2.92M Buy
49,768
+2,008
+4% +$117K 0.34% 50
2025
Q3 		$2.83M Buy
47,760
+3,825
+9% +$223K 0.34% 50
2025
Q2 		$2.43M Buy
43,935
+1,242
+3% +$67.7K 0.32% 50
2025
Q1 		$2.45M Buy
42,693
+6,117
+17% +$363K 0.38% 44
2024
Q4 		$2.17M Buy
36,576
+181
+0.5% +$11K 0.38% 41
2024
Q3 		$2.14M Buy
36,395
+2,967
+9% +$169K 0.4% 41
2024
Q2 		$1.79M Buy
33,428
+2,815
+9% +$152K 0.36% 40
2024
Q1 		$1.72M Buy
30,613
+2,835
+10% +$153K 0.37% 39
2023
Q4 		$1.55M Sell
27,778
-4,531
-14% -$230K 0.35% 39
2023
Q3 		$1.58M Sell
32,309
-584
-2% -$30.2K 0.44% 34
2023
Q2 		$1.69M Buy
32,893
+7,502
+30% +$379K 0.45% 37
2023
Q1 		$1.32M Buy
25,391
+4,561
+22% +$248K 0.37% 38
2022
Q4 		$1.07M Sell
20,830
-282
-1% -$14.6K 0.32% 38
2022
Q3 		$978K Buy
21,112
+7,771
+58% +$413K 0.32% 41
2022
Q2 		$699K Buy
13,341
+2,132
+19% +$118K 0.23% 43
2022
Q1 		$655K Buy
11,209
+4,449
+66% +$265K 0.21% 43
2021
Q4 		$415K Buy
6,760
+4,618
+216% +$278K 0.13% 45
2021
Q3 		$124K Buy
+2,142
New +$126K 0.04% 71

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

IAG Wealth Partners increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 0.75% in Q2 2026, buying an estimated $24.8K and bringing the position to 51,901 shares worth $3.4M. The position accounts for 0.34% of the portfolio, ranked #52.

IAG Wealth Partners first reported a position in CSB in Q3 2021 and has held it in 20 quarters since. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

  • IAG Wealth Partners held 51,901 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $3.4M as of Q2 2026.
  • IAG Wealth Partners bought 388 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $24.8K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.34% of IAG Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • IAG Wealth Partners first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2021 and has held it in 20 quarters since.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

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