IAG Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.5K	Hold	215	–	–	﹤0.01%	251
2025 Q4	$33.3K	Hold	215	–	–	﹤0.01%	244
2025 Q3	$29.9K	Sell	215 -200	-48%	-$27.1K	﹤0.01%	263
2025 Q2	$55.9K	Sell	415 -85	-17%	-$11.5K	0.01%	192
2025 Q1	$73K	Sell	500 -58	-10%	-$8.43K	0.01%	169
2024 Q4	$76.8K	Buy	558 +258	+86%	+$37.8K	0.01%	162
2024 Q3	$46.2K	Hold	300	–	–	0.01%	193
2024 Q2	$43.7K	Sell	300 -20	-6%	-$2.87K	0.01%	191
2024 Q1	$47.3K	Hold	320	–	–	0.01%	169
2023 Q4	$43.6K	Buy	320 +105	+49%	+$13.7K	0.01%	169
2023 Q3	$27.7K	Hold	215	–	–	0.01%	196
2023 Q2	$28.5K	Hold	215	–	–	0.01%	205
2023 Q1	$27.8K	Hold	215	–	–	0.01%	189
2022 Q4	$29.2K	Hold	215	–	–	0.01%	178
2022 Q3	$26K	Hold	215	–	–	0.01%	179
2022 Q2	$28K	Sell	215 -188	-47%	-$24.6K	0.01%	171
2022 Q1	$55K	Hold	403	–	–	0.02%	130
2021 Q4	$57K	Hold	403	–	–	0.02%	126
2021 Q3	$52K	Hold	403	–	–	0.02%	121
2021 Q2	$51K	Buy	403 +93	+30%	+$11.4K	0.02%	121
2021 Q1	$37K	Hold	310	–	–	0.01%	136
2020 Q4	$36K	Buy	310 +46	+17%	+$5.02K	0.01%	128
2020 Q3	$28K	Buy	264 +49	+23%	+$5.16K	0.01%	136
2020 Q2	$22K	Hold	215	–	–	0.01%	160
2020 Q1	$20K	Hold	215	–	–	0.01%	151
2019 Q4	$22K	Buy	+215	New	+$20.7K	0.01%	171

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

IAG Wealth Partners's XLV Position: Q1 2026 in Review

IAG Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 215 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

IAG Wealth Partners first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $76.8K in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

IAG Wealth Partners held 215 shares of State Street Health Care Select Sector SPDR ETF worth $31.5K as of Q1 2026.
IAG Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #251 holding.
IAG Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $76.8K in Q4 2024.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.