IGM — ISHARES TR

Ownership history in Gray Foundation  ·  9 quarters on record

This page tracks every 13F SEC filing in which Gray Foundation 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
20.04% (2025 Q3)
Avg. % of fund
16.2%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 559,116 — 0% 18.12% $72.2M $129.12
2025 Q3 UNCHANGED 559,116 — 0% 20.04% $70.4M $125.85
2025 Q2 UNCHANGED 559,116 — 0% 17.79% $62.8M $112.21
2025 Q1 UNCHANGED 559,116 — 0% 15.81% $50.7M $90.51
5 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

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% AFT, FORSYTH & COMPANY, INC. 3Y 7Y 2.96%
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