IAG Wealth Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.9M	Buy	296,568 +174,619	+143%	+$6.42M	1.44%	23
2025 Q1	$4.05M	Buy	121,949 +33,811	+38%	+$1.12M	0.63%	36
2024 Q4	$3.05M	Buy	88,138 +31,476	+56%	+$1.09M	0.54%	37
2024 Q3	$1.92M	Buy	56,662 +22,580	+66%	+$766K	0.36%	43
2024 Q2	$1.1M	Buy	+34,082	New	+$1.1M	0.22%	52