IWP
PWV icon

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

IAG Wealth Partners’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.5M Sell
322,918
-920
-0.3% -$63.5K 2.51% 12
2025
Q4 		$21.5M Buy
323,838
+6,905
+2% +$453K 2.49% 14
2025
Q3 		$20.7M Buy
316,933
+6,876
+2% +$435K 2.48% 14
2025
Q2 		$19.3M Buy
310,057
+20,025
+7% +$1.17M 2.55% 13
2025
Q1 		$17.3M Buy
290,032
+6,694
+2% +$397K 2.68% 13
2024
Q4 		$16.1M Sell
283,338
-19,263
-6% -$1.14M 2.84% 10
2024
Q3 		$17.6M Buy
302,601
+5,763
+2% +$328K 3.26% 9
2024
Q2 		$16.3M Buy
+296,838
New +$16.4M 3.28% 10

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return