0001891240-24-000002.txt : 20240411 0001891240-24-000002.hdr.sgml : 20240411 20240411114247 ACCESSION NUMBER: 0001891240-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Independent Wealth Network Inc. CENTRAL INDEX KEY: 0001891240 ORGANIZATION NAME: IRS NUMBER: 821277255 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21395 FILM NUMBER: 24837591 BUSINESS ADDRESS: STREET 1: 2350 NW 128TH ST. CITY: URBANDALE STATE: IA ZIP: 50323 BUSINESS PHONE: 515-461-5123 MAIL ADDRESS: STREET 1: 2350 NW 128TH ST. CITY: URBANDALE STATE: IA ZIP: 50323 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001891240 XXXXXXXX 03-31-2024 03-31-2024 Independent Wealth Network Inc.
2350 NW 128TH ST. URBANDALE IA 50323
13F HOLDINGS REPORT 028-21395 000286262 801-110559 N
Art Dinkin President & CCO 5154615123 Art Dinkin Urbandale IA 04-11-2024 0 39 38189782 false
INFORMATION TABLE 2 iwn_13f.xml APPLE INC COM 037833100 295974 1726 SH SOLE 0 0 0 1726 ARK ETF TR INNOVATION ETF 00214Q104 338992 6769 SH SOLE 0 0 0 6769 B2GOLD CORP COM 11777Q209 26100 10000 SH SOLE 0 0 0 10000 BLACKROCK RES & COMMODITIES SHS 09257A108 159118 17524 SH SOLE 0 0 0 17524 ELI LILLY & CO COM 532457108 272286 350 SH SOLE 0 0 0 350 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 566277 32695 SH SOLE 0 0 0 32695 FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 33737M300 357578 5443 SH SOLE 0 0 0 5443 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 600749 7014 SH SOLE 0 0 0 7014 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 438803 5745 SH SOLE 0 0 0 5745 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 377410 3803 SH SOLE 0 0 0 3803 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 460169 4059 SH SOLE 0 0 0 4059 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 431794 4631 SH SOLE 0 0 0 4631 HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD 41653L404 1358735 69394 SH SOLE 0 0 0 69394 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 907229 42895 SH SOLE 0 0 0 42895 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 616695 5698 SH SOLE 0 0 0 5698 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 591045 6683 SH SOLE 0 0 0 6683 ISHARES TR CRE U S REIT ETF 464288521 1364045 25354 SH SOLE 0 0 0 25354 ISHARES TR CORE S&P500 ETF 464287200 563661 1072 SH SOLE 0 0 0 1072 ISHARES TR MSCI ACWI ETF 464288257 3150159 28604 SH SOLE 0 0 0 28604 ISHARES TR CORE LT USDB ETF 464289479 2349680 45973 SH SOLE 0 0 0 45973 ISHARES TR CONV BD ETF 46435G102 568469 7121 SH SOLE 0 0 0 7121 ISHARES TR GLOBAL EQUITY 46434V316 429239 10388 SH SOLE 0 0 0 10388 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 318997 5663 SH SOLE 0 0 0 5663 J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 46641Q407 1128998 10080 SH SOLE 0 0 0 10080 J P MORGAN EXCHANGE TRADED F BETABUILDERS USD 46641Q878 561532 12157 SH SOLE 0 0 0 12157 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 570268 9856 SH SOLE 0 0 0 9856 MADISON COVERED CALL & EQUIT COM 557437100 313672 42910 SH SOLE 0 0 0 42910 MICROSOFT CORP COM 594918104 718590 1708 SH SOLE 0 0 0 1708 SPDR SER TR PRTFLO S&P500 GW 78464A409 4140509 56603 SH SOLE 0 0 0 56603 SPDR SER TR PRTFLO S&P500 VL 78464A508 4171727 83268 SH SOLE 0 0 0 83268 SPDR SER TR PORTFOLIO S&P500 78464A854 2784417 45253 SH SOLE 0 0 0 45253 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2699702 106792 SH SOLE 0 0 0 106792 SPDR SER TR PRTFLO S&P500 HI 78468R788 1255863 30849 SH SOLE 0 0 0 30849 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 282604 13894 SH SOLE 0 0 0 13894 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 372351 5127 SH SOLE 0 0 0 5127 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 618062 7147 SH SOLE 0 0 0 7147 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 555859 11607 SH SOLE 0 0 0 11607 WELLS FARGO CO NEW PERP PFD CNV A 949746804 609675 500 SH SOLE 0 0 0 500 WISDOMTREE TR YIELD ENHANCD US 97717X511 862749 19879 SH SOLE 0 0 0 19879