IGM β€” ISHARES TR EXPND TEC SC ETF

Ownership history in Financial Freedom, LLC  Β·  4 quarters on record

AI Ownership Summary

Financial Freedom, LLC reported ISHARES TR EXPND TEC SC ETF (IGM) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.72% in 2025 Q4. The latest visible filing shows IGM at 1.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Freedom, LLC's position in ISHARES TR EXPND TEC SC ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IGM was reported at 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Freedom, LLC held IGM β€” position size vs. price
% of Fund (quarterly)    IGM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 26,892 +961 +3.7% 1.72% $3.5M 2026-02-14 (Est.) $123.77
2025 Q3 ADDED 25,931 +3,167 +13.9% 1.63% $3.3M 2025-11-13 $127.41
2025 Q2 ADDED 22,764 +2,283 +11.1% 1.38% $2.6M 2025-08-13 $118.73
2025 Q1 INITIATED 20,481 β€” β€” 1.07% $1.9M 2025-04-18 $84.88

🏒 Other funds also holding IGM

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.11% Financial Insights, Inc. 3Y 7Y 0.1%

FAQ About Financial Freedom, LLC and IGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Freedom, LLC reported owning IGM?

Financial Freedom, LLC reported IGM across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported IGM position in Financial Freedom, LLC's portfolio?

The largest reported portfolio weight for IGM was 1.72% in 2025 Q4.

What is the latest reported IGM position on this page?

The most recent filing on this page is 2025 Q4, when Financial Freedom, LLC reported 26,892 shares, equal to 1.72% of portfolio, with an estimated market value of $3.5M.

What does the chart on this IGM ownership page compare?

The chart compares Financial Freedom, LLC's quarterly IGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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