IGM β€” ISHARES TR

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2023 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    IGM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,062 +1,549 +301.9% 0.01% $260K $125.85
2023 Q2 INITIATED 513 β€” β€” 0.01% $201K $64.91

🏒 Other funds also holding IGM

As of 2025 Q4 β€” 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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