IGE — ISHARES TR

Ownership history in Algorithmic Investment Models, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in ISHARES TR (IGE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.18% (2025 Q3)
Avg. % of fund
0.54%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,987 -25,317 -69.7% 0.68% $552K $50.00
2025 Q3 ADDED 36,304 +23,440 +182.2% 1.18% $1.8M $48.51
2025 Q2 ADDED 12,864 +6,567 +104.3% 0.39% $569K $43.49
2025 Q1 REDUCED 6,297 -235 -3.6% 0.21% $286K $44.43
2024 Q4 INITIATED 6,532 — — 0.22% $279K $41.53
% of Fund (quarterly)    IGE price (monthly, adj. close)

Other funds also holding IGE

As of 2025 Q4 — sorted by position size

CITIZENS & NORTHERN CORP 3Y 7Y 6.13% Zeit Capital LLC 3Y 1.59% Sachetta, LLC 1.15% Courage Miller Partners, LLC 3Y 7Y 0.84% Midwest Professional Planners, LTD. 3Y 7Y 0.79% Sowa Financial Group, Inc. 3Y 0.76% Windward Private Wealth Management Inc. 3Y 0.65% New England Private Wealth Advisors LLC 3Y 7Y 0.42% Biondo Investment Advisors, LLC 3Y 7Y 0.26% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 0.23%
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