IAG Wealth Partners’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

IAG Wealth Partners’s Portfolio TCAF Stock Details TCAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55K	Hold	62	–	–	﹤0.01%	452
2026 Q1	$2.21K	Hold	62	–	–	﹤0.01%	468
2025 Q4	$2.37K	Hold	62	–	–	﹤0.01%	443
2025 Q3	$2.34K	Hold	62	–	–	﹤0.01%	463
2025 Q2	$2.19K	Hold	62	–	–	﹤0.01%	436
2025 Q1	$2K	Buy	62 +10	+19%	+$335	﹤0.01%	448
2024 Q4	$1.73K	Hold	52	–	–	﹤0.01%	466
2024 Q3	$1.73K	Hold	52	–	–	﹤0.01%	450
2024 Q2	$1.63K	Hold	52	–	–	﹤0.01%	457
2024 Q1	$1.57K	Buy	+52	New	+$1.5K	﹤0.01%	411

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

IAG Wealth Partners held its T. Rowe Price Capital Appreciation Equity ETF (TCAF) position steady in Q2 2026 at 62 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

IAG Wealth Partners first reported a position in TCAF in Q1 2024 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

IAG Wealth Partners held 62 shares of T. Rowe Price Capital Appreciation Equity ETF worth $2.55K as of Q2 2026.
IAG Wealth Partners left its T. Rowe Price Capital Appreciation Equity ETF share count unchanged in Q2 2026.
T. Rowe Price Capital Appreciation Equity ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #452 holding.
IAG Wealth Partners first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2024 and has held it in 10 quarters since.
358 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

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