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IAG Wealth Partners’s Edwards Lifesciences EW Stock Holding History

IAG Wealth Partners’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-120
Closed -$8.7K – 509
2025
Q1 		$8.7K Buy
+120
New +$8.59K ﹤0.01% 352
2020
Q3 		– Sell
-18
Closed -$2K – 385
2020
Q2 		$2K Hold
18
– – ﹤0.01% 351
2020
Q1 		$2K Hold
18
– – ﹤0.01% 335
2019
Q4 		$2K Buy
+18
New +$1.41K ﹤0.01% 371

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

IAG Wealth Partners sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 120 shares — an estimated $8.7K sold.

IAG Wealth Partners first reported a position in EW in Q4 2019 and held it in 4 quarters. The position peaked at $8.7K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • IAG Wealth Partners reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 120 Edwards Lifesciences shares in Q2 2025, an estimated $8.7K.
  • IAG Wealth Partners first reported a position in Edwards Lifesciences in Q4 2019 and held it in 4 quarters.
  • IAG Wealth Partners's Edwards Lifesciences position peaked at $8.7K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

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