IWM
XLG icon

Iams Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Iams Wealth Management’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Sell
5,495
-34,622
-86% -$1.99M 0.1% 166
2025
Q4 		$2.38M Buy
40,117
+13,295
+50% +$782K 0.86% 36
2025
Q3 		$1.54M Buy
26,822
+6,428
+32% +$351K 0.62% 51
2025
Q2 		$1.06M Sell
20,394
-3,903
-16% -$186K 0.49% 64
2025
Q1 		$1.12M Buy
24,297
+2,295
+10% +$113K 0.51% 69
2024
Q4 		$1.1M Buy
22,002
+5,333
+32% +$263K 0.5% 63
2024
Q3 		$792K Sell
16,669
-6,388
-28% -$294K 0.39% 76
2024
Q2 		$1.05M Sell
23,057
-2,671
-10% -$115K 0.58% 56
2024
Q1 		$1.06M Buy
+25,728
New +$1.03M 0.65% 52
2023
Q2 		– Sell
-20,220
Closed -$659K – 227
2023
Q1 		$619K Buy
+20,220
New +$593K 0.51% 66

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return