Health Care SPDR shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 215 | 139.17 |
| 2025-06-30 | $56k | 415 | 134.79 |
| 2025-03-31 | $73k | 500 | 146.01 |
| 2024-12-31 | $77k | 558 | 137.57 |
| 2024-09-30 | $46k | 300 | 154.02 |
| 2024-06-30 | $44k | 300 | 145.75 |
| 2024-03-31 | $47k | 320 | 147.73 |
| 2023-12-31 | $44k | 320 | 136.38 |
| 2023-09-30 | $28k | 215 | 128.74 |
| 2023-06-30 | $29k | 215 | 132.73 |
| 2023-03-31 | $28k | 215 | 129.46 |
| 2022-12-31 | $29k | 215 | 135.85 |
| 2022-09-30 | $26k | 215 | 120.93 |
| 2022-06-30 | $28k | 215 | 130.23 |
| 2022-03-31 | $55k | 403 | 136.48 |
| 2021-12-31 | $57k | 403 | 141.44 |
| 2021-09-30 | $52k | 403 | 129.03 |
| 2021-06-30 | $51k | 403 | 126.55 |
| 2021-03-31 | $37k | 310 | 119.35 |
| 2020-12-31 | $36k | 310 | 116.13 |
| 2020-09-30 | $28k | 264 | 106.06 |
| 2020-06-30 | $22k | 215 | 102.33 |
| 2020-03-31 | $20k | 215 | 93.02 |
| 2019-12-31 | $22k | 215 | 102.33 |