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Jennifer Von Ruden

Iag Wealth Partners, Llc

Assets Managed
$895.869M
Holdings
509
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
3.74%(2Q avg: 3.74%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Iag Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 509 positions.

Assets under management

The assets under management (AUM) of Iag Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 895.869M in assets, with a quarterly growth rate of 3.74% and a 2-quarter average growth rate of 3.74%. The portfolio is managed by Jennifer Von Ruden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.18%
7.23%
$64.768M
846,198 shares@ $76.55 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Decreased -7.59%
6.66%
$59.66M
1.11M shares@ $53.78 avg price
MMIT
Nyli Mackay Muni Int Etf-usd
Recent Activity
Increased 3.64%
5.13%
$45.922M
1.905M shares@ $24.11 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
Increased 7.21%
4.85%
$43.44M
580,522 shares@ $74.83 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -0.73%
4.55%
$40.725M
325,461 shares@ $125.13 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Increased 2.21%
3.99%
$35.659M
399,184 shares@ $89.34 avg price
DIVB
Ishares Core Dividend Etf
Recent Activity
Decreased -0.71%
3.15%
$28.173M
522,211 shares@ $53.96 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Increased 7.89%
3.12%
$27.941M
647,826 shares@ $43.14 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Increased 1.53%
2.94%
$26.307M
500,699 shares@ $52.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.21%
2.79%
$24.991M
38,259 shares@ $653.21 avg price

1-10 of 509