Back to STT-PG
IAMS WEALTH MANAGEMENT, LLC → STT-PG
IAMS WEALTH MANAGEMENT, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
42
Latest value
$202K
Q3 2026
Peak value
$8.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q4 2025 | $1.3M |
| Q4 2025 | $399K |
| Q4 2025 | $332K |
| Q4 2025 | $248K |
| Q4 2025 | $324K |
| Q4 2025 | $1.9M |
| Q4 2025 | $7M |
| Q4 2025 | $202K |
| Q4 2025 | $1.6M |
| Q4 2025 | $537K |
| Q4 2025 | $696K |
| Q4 2025 | $411K |
| Q1 2026 | $988K |
| Q1 2026 | $1.3M |
| Q1 2026 | $371K |
| Q1 2026 | $331K |
| Q1 2026 | $259K |
| Q1 2026 | $380K |
| Q1 2026 | $1.9M |
| Q1 2026 | $8.5M |
| Q1 2026 | $1.4M |
| Q1 2026 | $594K |
| Q1 2026 | $634K |
| Q1 2026 | $509K |
| Q2 2026 | $248K |
| Q2 2026 | $249K |
| Q2 2026 | $1.3M |
| Q2 2026 | $7.1M |
| Q2 2026 | $331K |
| Q2 2026 | $883K |
| Q2 2026 | $637K |
| Q2 2026 | $753K |
| Q2 2026 | $616K |
| Q3 2026 | $231K |
| Q3 2026 | $232K |
| Q3 2026 | $1.2M |
| Q3 2026 | $6.5M |
| Q3 2026 | $314K |
| Q3 2026 | $234K |
| Q3 2026 | $638K |
| Q3 2026 | $202K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $202K | 1.8K | — | — |
| Q3 2026 | $638K | 3.3K | — | — |
| Q3 2026 | $234K | 1.4K | — | — |
| Q3 2026 | $314K | 4.7K | — | — |
| Q3 2026 | $6.5M | 70.4K | — | — |
| Q3 2026 | $1.2M | 12.1K | — | — |
| Q3 2026 | $232K | 4.6K | — | — |
| Q3 2026 | $231K | 4.5K | — | — |
| Q2 2026 | $616K | 13.6K | — | — |
| Q2 2026 | $753K | 7.0K | — | — |
| Q2 2026 | $637K | 3.3K | — | — |
| Q2 2026 | $883K | 4.8K | — | — |
| Q2 2026 | $331K | 5.1K | — | — |
| Q2 2026 | $7.1M | 77.0K | — | — |
| Q2 2026 | $1.3M | 13.3K | — | — |
| Q2 2026 | $249K | 4.9K | — | — |
| Q2 2026 | $248K | 4.8K | — | — |
| Q1 2026 | $509K | 11.1K | — | — |
| Q1 2026 | $634K | 5.7K | — | — |
| Q1 2026 | $594K | 3.7K | — | — |
| Q1 2026 | $1.4M | 24.7K | — | — |
| Q1 2026 | $8.5M | 92.5K | — | — |
| Q1 2026 | $1.9M | 19.3K | — | — |
| Q1 2026 | $380K | 10.8K | — | — |
| Q1 2026 | $259K | 6.5K | — | — |
| Q1 2026 | $331K | 5.6K | — | — |
| Q1 2026 | $371K | 14.1K | — | — |
| Q1 2026 | $1.3M | 29.2K | — | — |
| Q1 2026 | $988K | 21.1K | — | — |
| Q4 2025 | $411K | 9.6K | — | — |
| Q4 2025 | $696K | 5.9K | — | — |
| Q4 2025 | $537K | 3.5K | — | — |
| Q4 2025 | $1.6M | 25.1K | — | — |
| Q4 2025 | $202K | 10.6K | — | — |
| Q4 2025 | $7M | 76.7K | — | — |
| Q4 2025 | $1.9M | 18.7K | — | — |
| Q4 2025 | $324K | 11.4K | — | — |
| Q4 2025 | $248K | 6.0K | — | — |
| Q4 2025 | $332K | 5.7K | — | — |
| Q4 2025 | $399K | 15.1K | — | — |
| Q4 2025 | $1.3M | 30.3K | — | — |
| Q4 2025 | $1M | 21.6K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B