IGM — ISHARES TR

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in ISHARES TR (IGM). 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
2.66% (2024 Q2)
Avg. % of fund
2.53%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 103,759 +1,438 +1.4% 2.57% $10.0M $95.68
2024 Q2 REDUCED 102,321 -256 -0.2% 2.66% $9.6M $93.96
2024 Q1 ADDED 102,577 +85,311 +494.1% 2.57% $8.8M $85.82
2023 Q4 REDUCED 17,266 -1,691 -8.9% 2.45% $7.7M $74.35
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGM price (monthly, adj. close)

Other funds also holding IGM

As of 2025 Q4 — sorted by position size

Gray Foundation 18.12% Dynamic Wealth Strategies, LLC 7.62% Fairscale Capital, LLC 7.26% Stuart Chaussee & Associates, Inc. 3Y 7Y 6.28% Legacy Financial Strategies, LLC 3Y 7Y 5.83% Mathes Company, Inc. 3Y 7Y 5.68% Portfolio Strategies, Inc. 3Y 7Y 5.25% Shira Ridge Wealth Management 3Y 4.68% Spruce Point Capital Management, LLC 4.08% Campion Asset Management 3Y 2.97%
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