IWP
IAG Wealth Partners’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
134,330
-11,918
| -8% | -$406K | 0.61% | 35 |
|
|
2025
Q1 | $4.53M | Sell |
146,248
-10,963
| -7% | -$340K | 0.7% | 29 |
|
|
2024
Q4 | $4.47M | Sell |
157,211
-2,767
| -2% | -$78.6K | 0.79% | 31 |
|
|
2024
Q3 | $4.88M | Sell |
159,978
-6,490
| -4% | -$198K | 0.9% | 27 |
|
|
2024
Q2 | $4.6M | Sell |
166,468
-9,857
| -6% | -$272K | 0.92% | 26 |
|
|
2024
Q1 | $4.94M | Sell |
176,325
-2,600
| -1% | -$72.8K | 1.06% | 24 |
|
|
2023
Q4 | $4.91M | Sell |
178,925
-4,701
| -3% | -$129K | 1.12% | 22 |
|
|
2023
Q3 | $4.71M | Sell |
183,626
-10,899
| -6% | -$280K | 1.31% | 19 |
|
|
2023
Q2 | $5.12M | Sell |
194,525
-16,469
| -8% | -$433K | 1.35% | 17 |
|
|
2023
Q1 | $5.56M | Sell |
210,994
-31,306
| -13% | -$824K | 1.54% | 17 |
|
|
2022
Q4 | $6.01M | Sell |
242,300
-93,193
| -28% | -$2.31M | 1.77% | 13 |
|
|
2022
Q3 | $7.29M | Sell |
335,493
-18,968
| -5% | -$412K | 2.42% | 11 |
|
|
2022
Q2 | $8.82M | Sell |
354,461
-10,547
| -3% | -$263K | 2.89% | 9 |
|
|
2022
Q1 | $10.6M | Buy |
365,008
+458
| +0.1% | +$13.3K | 3.34% | 9 |
|
|
2021
Q4 | $11M | Sell |
364,550
-12,951
| -3% | -$390K | 3.52% | 9 |
|
|
2021
Q3 | $11.4M | Sell |
377,501
-7,061
| -2% | -$213K | 4.04% | 8 |
|
|
2021
Q2 | $11.8M | Sell |
384,562
-17,987
| -4% | -$552K | 4.24% | 8 |
|
|
2021
Q1 | $12M | Sell |
402,549
-3,371
| -0.8% | -$100K | 4.56% | 8 |
|
|
2020
Q4 | $11.5M | Sell |
405,920
-49
| -0% | -$1.39K | 4.69% | 9 |
|
|
2020
Q3 | $10.5M | Sell |
405,969
-8,783
| -2% | -$227K | 4.85% | 8 |
|
|
2020
Q2 | $10.2M | Buy |
414,752
+73,827
| +22% | +$1.82M | 4.95% | 6 |
|
|
2020
Q1 | $7.51M | Buy |
+340,925
| New | +$7.51M | 5.01% | 6 |
|