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