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

IAG Wealth Partners’s Portfolio RECS Stock Details RECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15M Buy
347,443
+9,455
+3% +$401K 1.49% 24
2026
Q1 		$13.2M Buy
337,988
+24,947
+8% +$1.01M 1.47% 24
2025
Q4 		$12.8M Buy
313,041
+7,953
+3% +$324K 1.48% 23
2025
Q3 		$12.3M Buy
305,088
+8,520
+3% +$328K 1.48% 22
2025
Q2 		$10.9M Buy
296,568
+174,619
+143% +$5.91M 1.44% 23
2025
Q1 		$4.05M Buy
121,949
+33,811
+38% +$1.18M 0.63% 36
2024
Q4 		$3.05M Buy
88,138
+31,476
+56% +$1.1M 0.54% 37
2024
Q3 		$1.92M Buy
56,662
+22,580
+66% +$739K 0.36% 43
2024
Q2 		$1.1M Buy
+34,082
New +$1.06M 0.22% 52

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

IAG Wealth Partners increased its Columbia Research Enhanced Core ETF (RECS) stake by 2.8% in Q2 2026, buying an estimated $401K and bringing the position to 347,443 shares worth $15M. The position accounts for 1.49% of the portfolio, ranked #24.

IAG Wealth Partners first reported a position in RECS in Q2 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • IAG Wealth Partners held 347,443 shares of Columbia Research Enhanced Core ETF worth $15M as of Q2 2026.
  • IAG Wealth Partners bought 9,455 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $401K.
  • Columbia Research Enhanced Core ETF made up 1.49% of IAG Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • IAG Wealth Partners first reported a position in Columbia Research Enhanced Core ETF in Q2 2024 and has held it in 9 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

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