PWS
IPG

Proactive Wealth Strategies’s Interpublic Group of Companies IPG Stock Holding History

Proactive Wealth Strategies’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,664
Closed -$261K – 144
2025
Q2 		$261K Sell
10,664
-678
-6% -$16.5K 0.12% 120
2025
Q1 		$308K Buy
11,342
+248
+2% +$6.8K 0.16% 102
2024
Q4 		$311K Buy
11,094
+607
+6% +$18.1K 0.16% 101
2024
Q3 		$332K Buy
+10,487
New +$322K 0.18% 95

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Proactive Wealth Strategies's IPG Position: Q3 2025 in Review

Proactive Wealth Strategies sold out of Interpublic Group of Companies (IPG) in Q3 2025, closing a stake of 10,664 shares — an estimated $261K sold.

Proactive Wealth Strategies first reported a position in IPG in Q3 2024 and held it in 4 quarters. The position peaked at $332K in Q3 2024. 640 funds tracked by Wall St. Rank hold IPG as of Q3 2025.

  • Proactive Wealth Strategies reported no remaining Interpublic Group of Companies position as of Q3 2025 after selling out during the quarter.
  • Proactive Wealth Strategies sold 10,664 Interpublic Group of Companies shares in Q3 2025, an estimated $261K.
  • Proactive Wealth Strategies first reported a position in Interpublic Group of Companies in Q3 2024 and held it in 4 quarters.
  • Proactive Wealth Strategies's Interpublic Group of Companies position peaked at $332K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2025.

Based on Proactive Wealth Strategies's 13F filing for Q3 2025, filed 6 Nov 2025.