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IAG Wealth Partners’s VanEck Natural Resources ETF HAP Stock Holding History

IAG Wealth Partners’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2M Sell
236,196
-16,899
-7% -$1.22M 1.6% 20
2026
Q1 		$18.3M Sell
253,095
-73,719
-23% -$5.09M 2.05% 19
2025
Q4 		$19.7M Sell
326,814
-11,693
-3% -$685K 2.28% 16
2025
Q3 		$19.3M Buy
338,507
+1,651
+0.5% +$89.8K 2.32% 16
2025
Q2 		$17.5M Buy
336,856
+12,219
+4% +$606K 2.32% 15
2025
Q1 		$16.2M Buy
324,637
+9,735
+3% +$471K 2.51% 14
2024
Q4 		$14.4M Buy
314,902
+29,516
+10% +$1.48M 2.53% 13
2024
Q3 		$15M Buy
285,386
+11,792
+4% +$595K 2.78% 12
2024
Q2 		$13.7M Sell
273,594
-11,962
-4% -$614K 2.75% 12
2024
Q1 		$14.5M Buy
285,556
+31,031
+12% +$1.48M 3.12% 10
2023
Q4 		$12.4M Buy
+254,525
New +$12.2M 2.83% 11

Other funds holding HAP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

IAG Wealth Partners reduced its VanEck Natural Resources ETF (HAP) stake by 6.7% in Q2 2026, selling an estimated $1.22M and leaving 236,196 shares worth $16.2M. The position accounts for 1.6% of the portfolio, ranked #20.

IAG Wealth Partners first reported a position in HAP in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.7M in Q4 2025. 69 funds tracked by Wall St. Rank hold HAP as of Q2 2026.

  • IAG Wealth Partners held 236,196 shares of VanEck Natural Resources ETF worth $16.2M as of Q2 2026.
  • IAG Wealth Partners sold 16,899 VanEck Natural Resources ETF shares in Q2 2026, an estimated $1.22M.
  • VanEck Natural Resources ETF made up 1.6% of IAG Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • IAG Wealth Partners first reported a position in VanEck Natural Resources ETF in Q4 2023 and has held it in 11 quarters since.
  • IAG Wealth Partners's VanEck Natural Resources ETF position peaked at $19.7M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q2 2026.

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