IWP
IAG Wealth Partners’s VanEck Natural Resources ETF HAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
336,856
+12,219
| +4% | +$635K | 2.32% | 15 |
|
|
2025
Q1 | $16.2M | Buy |
324,637
+9,735
| +3% | +$485K | 2.51% | 14 |
|
|
2024
Q4 | $14.4M | Buy |
314,902
+29,516
| +10% | +$1.35M | 2.53% | 13 |
|
|
2024
Q3 | $15M | Buy |
285,386
+11,792
| +4% | +$622K | 2.78% | 12 |
|
|
2024
Q2 | $13.7M | Sell |
273,594
-11,962
| -4% | -$598K | 2.75% | 12 |
|
|
2024
Q1 | $14.5M | Buy |
285,556
+31,031
| +12% | +$1.58M | 3.12% | 10 |
|
|
2023
Q4 | $12.4M | Buy |
+254,525
| New | +$12.4M | 2.83% | 11 |
|