IAG Wealth Partners’s Invesco Large Cap Value ETF PWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.3M	Buy	310,057 +20,025	+7%	+$1.24M	2.55%	13
2025 Q1	$17.3M	Buy	290,032 +6,694	+2%	+$398K	2.68%	13
2024 Q4	$16.1M	Sell	283,338 -19,263	-6%	-$1.1M	2.84%	10
2024 Q3	$17.6M	Buy	302,601 +5,763	+2%	+$336K	3.26%	9
2024 Q2	$16.3M	Buy	+296,838	New	+$16.3M	3.28%	10