Back to STT-PG
Independent Wealth Network Inc. → STT-PG
Independent Wealth Network Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
73
Latest value
$3M
Q3 2026
Peak value
$17.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $896K |
| Q4 2025 | $215K |
| Q4 2025 | $13.3M |
| Q4 2025 | $8.6M |
| Q4 2025 | $4.9M |
| Q4 2025 | $792K |
| Q4 2025 | $429K |
| Q4 2025 | $12.2M |
| Q4 2025 | $220K |
| Q4 2025 | $2.3M |
| Q4 2025 | $651K |
| Q4 2025 | $4.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.2M |
| Q4 2025 | $2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $876K |
| Q1 2026 | $9.7M |
| Q1 2026 | $5.1M |
| Q1 2026 | $2.9M |
| Q1 2026 | $273K |
| Q1 2026 | $761K |
| Q1 2026 | $1.4M |
| Q1 2026 | $15.3M |
| Q1 2026 | $622K |
| Q1 2026 | $656K |
| Q1 2026 | $2.1M |
| Q1 2026 | $645K |
| Q1 2026 | $2.9M |
| Q1 2026 | $1.1M |
| Q1 2026 | $420K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.9M |
| Q2 2026 | $1.6M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $11.6M |
| Q2 2026 | $5.4M |
| Q2 2026 | $2.9M |
| Q2 2026 | $265K |
| Q2 2026 | $860K |
| Q2 2026 | $1.5M |
| Q2 2026 | $17.3M |
| Q2 2026 | $686K |
| Q2 2026 | $698K |
| Q2 2026 | $2.1M |
| Q2 2026 | $651K |
| Q2 2026 | $3.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $529K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.9M |
| Q2 2026 | $2.9M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.5M |
| Q3 2026 | $11.5M |
| Q3 2026 | $5.2M |
| Q3 2026 | $2.5M |
| Q3 2026 | $874K |
| Q3 2026 | $1.4M |
| Q3 2026 | $17.3M |
| Q3 2026 | $680K |
| Q3 2026 | $2M |
| Q3 2026 | $627K |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $615K |
| Q3 2026 | $1.4M |
| Q3 2026 | $3M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 15.2K | — | — |
| Q3 2026 | $3M | 48.5K | — | — |
| Q3 2026 | $1.4M | 30.1K | — | — |
| Q3 2026 | $615K | 3.2K | — | — |
| Q3 2026 | $1.1M | 6.2K | — | — |
| Q3 2026 | $3.1M | 69.2K | — | — |
| Q3 2026 | $627K | 14.7K | — | — |
| Q3 2026 | $2M | 21.9K | — | — |
| Q3 2026 | $680K | 30.1K | — | — |
| Q3 2026 | $17.3M | 192.8K | — | — |
| Q3 2026 | $1.4M | 22.4K | — | — |
| Q3 2026 | $874K | 9.5K | — | — |
| Q3 2026 | $2.5M | 102.8K | — | — |
| Q3 2026 | $5.2M | 85.3K | — | — |
| Q3 2026 | $11.5M | 93.3K | — | — |
| Q3 2026 | $1.5M | 3.8K | — | — |
| Q3 2026 | $1.6M | 31.5K | — | — |
| Q3 2026 | $1.2M | 23.3K | — | — |
| Q2 2026 | $2.9M | 15.2K | — | — |
| Q2 2026 | $2.9M | 54.1K | — | — |
| Q2 2026 | $1.3M | 28.5K | — | — |
| Q2 2026 | $529K | 2.8K | — | — |
| Q2 2026 | $1.2M | 6.4K | — | — |
| Q2 2026 | $3.4M | 72.2K | — | — |
| Q2 2026 | $651K | 14.2K | — | — |
| Q2 2026 | $2.1M | 22.9K | — | — |
| Q2 2026 | $698K | 29.8K | — | — |
| Q2 2026 | $686K | 17.4K | — | — |
| Q2 2026 | $17.3M | 196.3K | — | — |
| Q2 2026 | $1.5M | 22.1K | — | — |
| Q2 2026 | $860K | 9.5K | — | — |
| Q2 2026 | $265K | 10.3K | — | — |
| Q2 2026 | $2.9M | 114.1K | — | — |
| Q2 2026 | $5.4M | 88.7K | — | — |
| Q2 2026 | $11.6M | 97.6K | — | — |
| Q2 2026 | $1.3M | 3.2K | — | — |
| Q2 2026 | $1.5M | 30.3K | — | — |
| Q2 2026 | $1.6M | 30.0K | — | — |
| Q1 2026 | $1.9M | 14.2K | — | — |
| Q1 2026 | $2.8M | 45.2K | — | — |
| Q1 2026 | $1.2M | 26.2K | — | — |
| Q1 2026 | $420K | 2.4K | — | — |
| Q1 2026 | $1.1M | 6.4K | — | — |
| Q1 2026 | $2.9M | 64.6K | — | — |
| Q1 2026 | $645K | 14.2K | — | — |
| Q1 2026 | $2.1M | 23.1K | — | — |
| Q1 2026 | $656K | 28.1K | — | — |
| Q1 2026 | $622K | 15.7K | — | — |
| Q1 2026 | $15.3M | 199.4K | — | — |
| Q1 2026 | $1.4M | 23.3K | — | — |
| Q1 2026 | $761K | 9.6K | — | — |
| Q1 2026 | $273K | 10.5K | — | — |
| Q1 2026 | $2.9M | 112.9K | — | — |
| Q1 2026 | $5.1M | 90.7K | — | — |
| Q1 2026 | $9.7M | 98.8K | — | — |
| Q1 2026 | $876K | 3.4K | — | — |
| Q1 2026 | $1.4M | 31.6K | — | — |
| Q1 2026 | $1.3M | 28.5K | — | — |
| Q4 2025 | $2M | 13.6K | — | — |
| Q4 2025 | $1.2M | 27.3K | — | — |
| Q4 2025 | $1.1M | 6.4K | — | — |
| Q4 2025 | $4.1M | 95.6K | — | — |
| Q4 2025 | $651K | 14.2K | — | — |
| Q4 2025 | $2.3M | 25.4K | — | — |
| Q4 2025 | $220K | 9.3K | — | — |
| Q4 2025 | $12.2M | 152.1K | — | — |
| Q4 2025 | $429K | 7.4K | — | — |
| Q4 2025 | $792K | 9.6K | — | — |
| Q4 2025 | $4.9M | 189.5K | — | — |
| Q4 2025 | $8.6M | 152.0K | — | — |
| Q4 2025 | $13.3M | 124.3K | — | — |
| Q4 2025 | $215K | 4.8K | — | — |
| Q4 2025 | $896K | 19.1K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B