Investment Partners, LTD.

Name: INVESTMENT PARTNERS, LTD. 13F holdings, Q1 2026
Creator: INVESTMENT PARTNERS, LTD.
Published: 2026-05-05

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Investment Partners, LTD. reported 152 stock positions worth $281.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 6.3% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.3%) and iShares Russell 1000 Value E (IWD, 4.3%). Compared with Q4 2025, it opened 8 new positions, sold out of 5, added to 59 and reduced 66. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F: Q2 2026
Location: NEW PHILADELPHIA, OH
CIK: 0001050068
Portfolio Value: $281.1M (Q1 2026)
SEC Filing: 0001050068-26-000002 ↗ filed May 5, 2026

Holdings Value

Holdings 152 stocks · $281.1M


VEA Vanguard Ftse Developed ETF	6.33%	277,622	$17.8M	Add +3.9%
IWF iShares Russell 1000 Growth	5.27%	34,714	$14.8M	Reduce -3.2%
IWD iShares Russell 1000 Value E	4.32%	56,778	$12.1M	Reduce -0.1%
AAPL Apple Inc.	3.19%	35,289	$9.0M	Reduce -0.1%
VWO Vanguard Ftse Emerging Marke	2.98%	155,045	$8.4M	Reduce -1.8%
NVDA Nvidia Corp.	2.87%	46,256	$8.1M	Reduce -1.8%
MSFT Microsoft Corp.	2.66%	20,221	$7.5M	Reduce -0.8%
BSV Vanguard Short-Term Bond ETF	2.58%	92,321	$7.2M	Add +8.8%
VIG Vanguard Dividend Apprec ETF	2.33%	30,419	$6.5M	Reduce -0.4%
IGSB iShares 1-5Y Inv Grade Corp.	2.24%	119,733	$6.3M	Add +6.0%
IVW iShares S&P 500 Growth ETF	2.21%	55,002	$6.2M	Add +2.3%
IWP iShares Russell Mid-Cap Grow	1.96%	43,092	$5.5M	Reduce -0.3%
IEFA iShares Core MSCI Eafe ETF	1.96%	60,903	$5.5M	Reduce -1.4%
IWS iShares Russell Mid-Cap Valu	1.95%	37,647	$5.5M	Reduce -2.4%
LLY Eli Lilly & Co.	1.88%	5,760	$5.3M	Add +0.4%
IVE iShares S&P 500 Value ETF	1.83%	24,392	$5.2M	Add +2.9%
JPM JPMorgan Chase & Co.	1.81%	17,286	$5.1M	Reduce -0.1%
SHYG iShares 0-5 YR HY Corp. Bond	1.74%	115,384	$4.9M	Reduce -7.9%
EFA iShares MSCI Eafe ETF	1.44%	41,681	$4.0M	Reduce -0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.28%	78,293	$3.6M	Reduce -0.1%
IAGG iShares Intl Aggregate Bond	1.19%	67,040	$3.4M	Add +11.2%
IVV iShares Core S&P 500 ETF	1.17%	5,013	$3.3M	Reduce -2.3%
IWN iShares Russell 2000 Value E	1.16%	17,194	$3.3M	Reduce -2.5%
SLV iShares Silver Trust	1.06%	43,635	$3.0M	Add +1.7%
USMV iShares MSCI USA Min Vol Fac	1.03%	31,162	$2.9M	Reduce -14.5%
IWO iShares Russell 2000 Growth	0.97%	8,658	$2.7M	Reduce -1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.95%	9,279	$2.7M	Reduce -1.3%
XOM Exxon Mobil Corp.	0.94%	15,611	$2.6M	Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B	0.88%	5,144	$2.5M	Reduce -5.0%
CAT Caterpillar Inc.	0.87%	3,436	$2.4M	Add +0.2%
MUB iShares National Muni Bond E	0.86%	22,707	$2.4M	Add +0.8%
AEP American Electric Power	0.84%	18,044	$2.4M	Reduce -1.9%
WMT Walmart Inc.	0.82%	18,629	$2.3M	Reduce -6.0%
GOOG Alphabet Inc. Class C	0.82%	8,014	$2.3M	Add +0.5%
SDY SS SPDR S&P Dividend ETF	0.81%	15,509	$2.3M	No change
ORCL Oracle Corp.	0.80%	15,313	$2.3M	Add +3.3%
GLD SPDR Gold Shares	0.80%	5,222	$2.2M	Reduce -0.2%
SPDW Ste STR SPDR PT DW Eu ETF	0.75%	45,918	$2.1M	Reduce -3.0%
COST Costco Wholesale Corp.	0.74%	2,090	$2.1M	Reduce -0.6%
QQQ Invesco QQQ Trust Series 1	0.69%	3,367	$1.9M	Reduce -5.0%
GOOGL Alphabet Inc. Class A	0.68%	6,604	$1.9M	Add +0.1%
VIGI Vanguard Int Div App Indx FD	0.67%	21,263	$1.9M	No change
PREF Pri Spe Pre Sec Acti-Usd Inc.	0.67%	99,541	$1.9M	No change
IJH iShares Core S&P Midcap ETF	0.66%	27,512	$1.9M	Reduce -0.3%
VNQ Vanguard Real Estate ETF	0.65%	20,468	$1.8M	Add +0.0%
VB Vanguard Most SM-Cap ETF-Usd	0.62%	6,611	$1.7M	Reduce -1.8%
PEP Pepsico Inc.	0.61%	11,074	$1.7M	Add +0.2%
MCD McDonald's Corp.	0.61%	5,499	$1.7M	Reduce -0.6%
HDEF Xtrackers MSCI Eafe High Div	0.60%	52,050	$1.7M	Reduce -0.2%
XMPT Vaneck Cef Muni Income ETF	0.59%	77,375	$1.7M	No change
IBIT iShares Bitcoin Trust ETF	0.58%	42,162	$1.6M	No change
MU Micron Technology Inc.	0.53%	4,430	$1.5M	Add +10.3%
CVX Chevron Corp.	0.52%	7,072	$1.5M	Reduce -0.8%
ADP Automatic Data Processing	0.50%	6,967	$1.4M	Reduce -1.1%
HD Home Depot Inc.	0.49%	4,197	$1.4M	Reduce -4.6%
AMZN Amazon.com Inc.	0.47%	6,398	$1.3M	Reduce -17.5%
ABBV Abbvie Inc.	0.46%	5,973	$1.3M	Add +46.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.46%	971	$1.3M	Reduce -2.4%
PG The Procter & Gamble Co.	0.41%	8,002	$1.2M	Add +5.3%
PLTR Palantir Technologies Inc. Class A	0.41%	7,857	$1.1M	Add +0.0%
JNJ Johnson & Johnson	0.40%	4,654	$1.1M	Add +3.0%
DGRO iShares Core Dividend Growth	0.39%	15,682	$1.1M	Reduce -9.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.37%	1,611	$1.0M	Add +13.7%
TSM Taiwan Semiconductor-SP ADR	0.36%	3,019	$1.0M	Add +2.9%
CSCO Cisco Systems Inc.	0.36%	12,941	$1.0M	Add +2.3%
KO The Coca-Cola Co.	0.35%	13,089	$995K	No change
XLE SS Energy Select Sector	0.35%	16,222	$994K	Add +0.9%
SDVY First Trust Smid Cap Rising	0.34%	24,129	$951K	Add +0.1%
HBAN Huntington Bancshares Inc.	0.33%	60,090	$940K	Reduce -0.9%
IWM iShares Russell 2000 ETF	0.33%	3,723	$923K	Add +5.4%
VONV Vanguard Russell 1000 Value	0.32%	9,509	$891K	Add +48.9%
V Visa Inc. Class A	0.32%	2,947	$891K	Reduce -29.5%
LMT Lockheed Martin Corp.	0.32%	1,467	$887K	Add +0.3%
XLI SS Industrial Select Sector	0.31%	5,440	$880K	Reduce -3.0%
EFAV iShares MSCI Eafe Min Vol Fa	0.31%	9,611	$878K	Reduce -12.4%
ETHA iShares Ethereum Trust ETF	0.31%	54,425	$862K	Add +3.8%
NOC Northrop Grumman Corp.	0.31%	1,261	$860K	Add +20.4%
DNP DNP Select Income Fund Inc.	0.30%	82,849	$853K	Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.30%	3,429	$831K	Add +3.9%
VSS Vanguard Ftse All Wo X-US SC	0.28%	5,444	$794K	Reduce -1.2%
VZ Verizon Communications Inc.	0.28%	15,760	$791K	Reduce -8.8%
XLF SS Financial Select Sector	0.27%	15,571	$769K	Reduce -8.7%
BMY Bristol-Myers Squibb Co.	0.27%	12,459	$756K	Reduce -0.1%
SUB iShares Short-Term National	0.26%	6,808	$725K	Add +5.4%
CRWD CrowdStrike Holdings Inc. Class A	0.25%	1,816	$709K	No change
ABT Abbott Laboratories	0.25%	6,844	$703K	Add +29.1%
HYD Vaneck High Yield Muni ETF	0.24%	13,648	$684K	Add +5.7%
TMO Thermo Fisher Scientific Inc.	0.24%	1,389	$683K	No change
GD General Dynamics Corp.	0.24%	1,988	$682K	Reduce -5.8%
HDV iShares Core High Dividend E	0.24%	4,902	$665K	Add +0.0%
TSLA Tesla Inc.	0.24%	1,778	$661K	Reduce -5.6%
GILD Gilead Sciences Inc.	0.23%	4,668	$651K	Add +0.5%
GS Goldman Sachs Group Inc.	0.23%	755	$639K	Reduce -11.8%
ENB Enbridge Inc.	0.22%	11,649	$631K	Add +0.7%
XLB SS Materials Select Sector	0.22%	12,210	$610K	Reduce -21.0%
MRK Merck & Co. Inc.	0.21%	4,977	$599K	Reduce -0.9%
RSP Invesco S&P 500 Equal Weight	0.21%	3,031	$582K	No change
VTI VG Morningstar TS MKT ETF-US	0.20%	1,719	$551K	New
CAVA Cava Group Inc.	0.20%	6,796	$550K	Add +25.6%
ISRG Intuitive Surgical Inc.	0.19%	1,183	$545K	Reduce -1.3%
DVY iShares Select Dividend ETF	0.19%	3,480	$527K	Add +0.1%
XLP SS Consumer Staples Sel Sect	0.18%	6,300	$516K	No change
ETN Eaton Corp. PLC	0.18%	1,443	$516K	Add +9.7%
VRT Vertiv Holdings Co. Class A	0.18%	2,005	$502K	No change
AOM iShares Core 40/60 Moderate	0.18%	10,541	$499K	No change
HON Honeywell International Inc.	0.18%	2,207	$499K	Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.18%	5,161	$497K	Reduce -0.5%
GE General Electric filed as GE AEROSPACE	0.17%	1,697	$482K	Add +6.0%
NEE Nextera Energy Inc.	0.17%	5,177	$481K	Add +34.4%
ADI Analog Devices Inc.	0.17%	1,468	$467K	Reduce -7.8%
INTC Intel Corp.	0.16%	10,410	$459K	Reduce -2.9%
PRK Park National Corp.	0.16%	2,780	$454K	No change
PFE Pfizer Inc.	0.16%	16,073	$451K	Reduce -7.3%
BKLN Invesco Senior Loan ETF	0.16%	22,100	$451K	Add +19.6%
ALL Allstate Corp.	0.15%	2,068	$429K	Add +0.1%
CINF Cincinnati Financial Corp.	0.15%	2,720	$428K	Reduce -5.0%
VONG Vanguard Russell 1000 Growth	0.15%	3,784	$415K	New
VST Vistra Corp.	0.14%	2,690	$404K	Add +0.1%
BLK BlackRock Inc.	0.14%	419	$403K	Reduce -5.0%
SHV iShares 0-1 Year Treasury Bo	0.14%	3,627	$400K	No change
T AT&T Inc.	0.14%	13,531	$392K	Add +28.6%
VUG Vanguard Mrngstar GR ETF-Sui	0.14%	887	$388K	Add +17.8%
SPLV Invesco S&P 500 Low Volatili	0.13%	5,042	$369K	Add +0.3%
KLAC KLA Corp.	0.13%	250	$368K	No change
AMG Affiliated Managers Group	0.13%	1,322	$366K	Reduce -4.2%
MS Morgan Stanley	0.12%	2,077	$342K	Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.12%	6,993	$341K	Reduce -6.6%
DLR Digital Realty Trust Inc.	0.12%	1,884	$340K	Add +8.3%
CL Colgate-Palmolive Co.	0.12%	3,910	$333K	Add +0.3%
BA The Boeing Co.	0.12%	1,659	$330K	No change
META Meta Platforms Inc. Class A	0.12%	575	$329K	Add +27.5%
PAVE Global X US Infrastructure	0.12%	6,432	$327K	Add +6.5%
GEV GE Vernova Inc.	0.11%	359	$314K	Add +0.3%
MRSH Marsh & McLennan Cos	0.10%	1,658	$288K	No change
LHX L3HARRIS Technologies Inc.	0.10%	826	$285K	New
PSX Phillips 66	0.10%	1,551	$283K	Reduce -17.5%
YUM Yum! Brands Inc.	0.10%	1,815	$282K	Add +0.3%
AMLP Alerian MLP ETF	0.10%	5,319	$280K	New
ARTY iShares Future AI & Tech ETF	0.10%	5,924	$276K	Reduce -1.0%
MDY State Street SPDR S&P Midcap	0.09%	424	$262K	No change
PANW Palo Alto Networks Inc.	0.09%	1,604	$257K	Reduce -18.5%
MPC Marathon Petroleum Corp.	0.09%	1,004	$245K	New
J Jacobs Solutions Inc.	0.08%	1,863	$237K	Reduce -0.8%
AMGN Amgen Inc.	0.08%	659	$232K	Add +4.3%
INDA iShares MSCI India ETF	0.08%	4,938	$231K	Reduce -3.6%
IJR iShares Core S&P Small-Cap E	0.08%	1,846	$229K	Reduce -3.5%
WFC Wells Fargo & Co.	0.08%	2,881	$229K	Add +0.3%
AFL Aflac Inc.	0.08%	2,035	$223K	Reduce -35.2%
BIDD iShares International Divide	0.08%	7,488	$213K	New
CAH Cardinal Health Inc.	0.07%	960	$203K	New
FMNB Farmers Natl Banc Corp.	0.05%	10,553	$139K	New
PFLT Pennantpark Floating Rate Ca	0.03%	10,000	$80K	No change

Portfolio Sells Q4 2025 → Q1 2026


MSFT Microsoft Corp.	Reduce -0.8%	2.66%	−0.79
IWF iShares Russell 1000 Growth	Reduce -3.2%	5.27%	−0.68
NVDA Nvidia Corp.	Reduce -1.8%	2.87%	−0.20
V Visa Inc. Class A	Reduce -29.5%	0.32%	−0.20
SPYV SS SPDR P S&P 500 Value ETF	Sold out	0.00%	−0.18
AAPL Apple Inc.	Reduce -0.1%	3.19%	−0.17
USMV iShares MSCI USA Min Vol Fac	Reduce -14.5%	1.03%	−0.17
AMZN Amazon.com Inc.	Reduce -17.5%	0.47%	−0.15
JPM JPMorgan Chase & Co.	Reduce -0.1%	1.81%	−0.14
SHYG iShares 0-5 YR HY Corp. Bond	Reduce -7.9%	1.74%	−0.14
ADP Automatic Data Processing	Reduce -1.1%	0.50%	−0.13
SPYG SS SPDR P S&P 500 Growth ETF	Sold out	0.00%	−0.11
IWP iShares Russell Mid-Cap Grow	Reduce -0.3%	1.96%	−0.11
SBUX Starbucks Corp.	Sold out	0.00%	−0.11
GIS General Mills Inc.	Sold out	0.00%	−0.08
BRK.B Berkshire Hathaway Inc. Class B	Reduce -5.0%	0.88%	−0.08
SPGI S&P Global Inc.	Sold out	0.00%	−0.07
QQQ Invesco QQQ Trust Series 1	Reduce -5.0%	0.69%	−0.07
IVV iShares Core S&P 500 ETF	Reduce -2.3%	1.17%	−0.06
TSLA Tesla Inc.	Reduce -5.6%	0.24%	−0.06
XLF SS Financial Select Sector	Reduce -8.7%	0.27%	−0.05
ISRG Intuitive Surgical Inc.	Reduce -1.3%	0.19%	−0.04
AFL Aflac Inc.	Reduce -35.2%	0.08%	−0.04
HD Home Depot Inc.	Reduce -4.6%	0.49%	−0.04
GS Goldman Sachs Group Inc.	Reduce -11.8%	0.23%	−0.04
PANW Palo Alto Networks Inc.	Reduce -18.5%	0.09%	−0.04
HBAN Huntington Bancshares Inc.	Reduce -0.9%	0.33%	−0.03
DIS The Walt Disney Co.	Reduce -0.5%	0.18%	−0.03
DGRO iShares Core Dividend Growth	Reduce -9.3%	0.39%	−0.03
XLB SS Materials Select Sector	Reduce -21.0%	0.22%	−0.03
BAC Bank of America Corp.	Reduce -6.6%	0.12%	−0.02
IWO iShares Russell 2000 Growth	Reduce -1.0%	0.97%	−0.02
BLK BlackRock Inc.	Reduce -5.0%	0.14%	−0.02
VIG Vanguard Dividend Apprec ETF	Reduce -0.4%	2.33%	−0.02
EFAV iShares MSCI Eafe Min Vol Fa	Reduce -12.4%	0.31%	−0.02
INDA iShares MSCI India ETF	Reduce -3.6%	0.08%	−0.01
CINF Cincinnati Financial Corp.	Reduce -5.0%	0.15%	−0.01
AMG Affiliated Managers Group	Reduce -4.2%	0.13%	−0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -1.3%	0.95%	−0.01
GD General Dynamics Corp.	Reduce -5.8%	0.24%	−0.01
ARTY iShares Future AI & Tech ETF	Reduce -1.0%	0.10%	−0.00
J Jacobs Solutions Inc.	Reduce -0.8%	0.08%	−0.00
IJR iShares Core S&P Small-Cap E	Reduce -3.5%	0.08%	+0.00
VSS Vanguard Ftse All Wo X-US SC	Reduce -1.2%	0.28%	+0.01
VB Vanguard Most SM-Cap ETF-Usd	Reduce -1.8%	0.62%	+0.01
XLI SS Industrial Select Sector	Reduce -3.0%	0.31%	+0.01
PFE Pfizer Inc.	Reduce -7.3%	0.16%	+0.01
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -3.0%	0.75%	+0.01
VWO Vanguard Ftse Emerging Marke	Reduce -1.8%	2.98%	+0.01
ADI Analog Devices Inc.	Reduce -7.8%	0.17%	+0.01

Portfolio Buys Q4 2025 → Q1 2026


VEA Vanguard Ftse Developed ETF	Add +3.9%	6.33%	+0.49
XOM Exxon Mobil Corp.	Add +0.3%	0.94%	+0.29
BSV Vanguard Short-Term Bond ETF	Add +8.8%	2.58%	+0.23
VTI VG Morningstar TS MKT ETF-US	New	0.20%	+0.20
CAT Caterpillar Inc.	Add +0.2%	0.87%	+0.18
IGSB iShares 1-5Y Inv Grade Corp.	Add +6.0%	2.24%	+0.15
VONG Vanguard Russell 1000 Growth	New	0.15%	+0.15
IAGG iShares Intl Aggregate Bond	Add +11.2%	1.19%	+0.14
ABBV Abbvie Inc.	Add +46.6%	0.46%	+0.14
MU Micron Technology Inc.	Add +10.3%	0.53%	+0.13
VONV Vanguard Russell 1000 Value	Add +48.9%	0.32%	+0.11
XLE SS Energy Select Sector	Add +0.9%	0.35%	+0.10
LHX L3HARRIS Technologies Inc.	New	0.10%	+0.10
AMLP Alerian MLP ETF	New	0.10%	+0.10
NOC Northrop Grumman Corp.	Add +20.4%	0.31%	+0.10
SLV iShares Silver Trust	Add +1.7%	1.06%	+0.09
MPC Marathon Petroleum Corp.	New	0.09%	+0.09
CAVA Cava Group Inc.	Add +25.6%	0.20%	+0.08
JNJ Johnson & Johnson	Add +3.0%	0.40%	+0.08
BIDD iShares International Divide	New	0.08%	+0.08
IVE iShares S&P 500 Value ETF	Add +2.9%	1.83%	+0.07
CAH Cardinal Health Inc.	New	0.07%	+0.07
LMT Lockheed Martin Corp.	Add +0.3%	0.32%	+0.07
NEE Nextera Energy Inc.	Add +34.4%	0.17%	+0.06
PEP Pepsico Inc.	Add +0.2%	0.61%	+0.06
TSM Taiwan Semiconductor-SP ADR	Add +2.9%	0.36%	+0.05
FMNB Farmers Natl Banc Corp.	New	0.05%	+0.05
T AT&T Inc.	Add +28.6%	0.14%	+0.05
ETN Eaton Corp. PLC	Add +9.7%	0.18%	+0.04
SPY SS SPDR S&P 500 ETF Trust-US	Add +13.7%	0.37%	+0.03
GILD Gilead Sciences Inc.	Add +0.5%	0.23%	+0.03
ENB Enbridge Inc.	Add +0.7%	0.22%	+0.03
PG The Procter & Gamble Co.	Add +5.3%	0.41%	+0.03
GEV GE Vernova Inc.	Add +0.3%	0.11%	+0.03
HDV iShares Core High Dividend E	Add +0.0%	0.24%	+0.03
DLR Digital Realty Trust Inc.	Add +8.3%	0.12%	+0.03
BKLN Invesco Senior Loan ETF	Add +19.6%	0.16%	+0.02
IWM iShares Russell 2000 ETF	Add +5.4%	0.33%	+0.02
ABT Abbott Laboratories	Add +29.1%	0.25%	+0.02
SUB iShares Short-Term National	Add +5.4%	0.26%	+0.02
CSCO Cisco Systems Inc.	Add +2.3%	0.36%	+0.02
DNP DNP Select Income Fund Inc.	Add +0.7%	0.30%	+0.02
DVY iShares Select Dividend ETF	Add +0.1%	0.19%	+0.02
SDVY First Trust Smid Cap Rising	Add +0.1%	0.34%	+0.02
PAVE Global X US Infrastructure	Add +6.5%	0.12%	+0.02
MUB iShares National Muni Bond E	Add +0.8%	0.86%	+0.01
META Meta Platforms Inc. Class A	Add +27.5%	0.12%	+0.01
HYD Vaneck High Yield Muni ETF	Add +5.7%	0.24%	+0.01
VNQ Vanguard Real Estate ETF	Add +0.0%	0.65%	+0.01
CL Colgate-Palmolive Co.	Add +0.3%	0.12%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	167	$319.9M	VEA, IWF, IWD, AAPL, VWO
Q1 2026	152	$281.1M	VEA, IWF, IWD, AAPL, VWO
Q4 2025	149	$285.7M	IWF, VEA, IWD, MSFT, AAPL
Q3 2025	154	$284.0M	IWF, VEA, IWD, MSFT, AAPL
Q2 2025	158	$264.2M	IWF, VEA, IWD, MSFT, VWO
Q1 2025	148	$241.2M	IWF, IWD, VEA, MSFT, AAPL
Q4 2024	146	$242.8M	IWF, IWD, MSFT, VEA, AAPL
Q3 2024	147	$240.1M	IWF, IWD, MSFT, VEA, AAPL
Q2 2024	142	$222.6M	IWF, IWD, MSFT, VEA, AAPL
Q1 2024	142	$220.5M	IWF, IWD, MSFT, VEA, AAPL