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.
| 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 |
| 2023 Q3 | REDUCED | 18,957 | -223 | -1.2% | 2.60% | $7.2M | $63.21 |
| 2023 Q2 | REDUCED | 19,180 | -296 | -1.5% | 2.61% | $7.5M | $64.91 |
| 2023 Q1 | REDUCED | 19,476 | -520 | -2.6% | 2.49% | $6.6M | $56.03 |
| 2022 Q4 | INITIATED | 19,996 | — | — | 2.31% | $5.6M | — |
As of 2025 Q4 — sorted by position size