Position in CW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,155
+$1,533 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#870
of 944 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IAG Wealth Partners, LLC holds $1,062,057 across 11 Aerospace & Defense names. CW ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
3,464 | $749,852 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
246 | $125,290 | |
| 3 | GE |
General Electric Co
|
141 | $52,695 | |
| 4 | FTAI |
FTAI Aviation Ltd.
|
150 | $40,579 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
60 | $17,435 | |
| 6 | DRS |
Leonardo DRS, Inc.
|
400 | $17,068 | |
| 7 | TDG |
TransDigm Group INC
|
12 | $15,984 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
92 | $15,719 |
All Filings in CW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,155 | 20 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,622 | 20 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,025 | 20 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,858 | 20 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,771 | 20 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,345 | 20 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,097 | 20 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,573 | 20 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,419 | 20 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||