IMCG — ISHARES TR

Ownership history in Lifetime Wealth Management P.C.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Lifetime Wealth Management P.C. reported a position in ISHARES TR (IMCG). 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
1.49% (2025 Q4)
Avg. % of fund
1.49%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 113 — — 1.49% $2.2M $79.72
% of Fund (quarterly)    IMCG price (monthly, adj. close)

Other funds also holding IMCG

As of 2025 Q4 — sorted by position size

Cosner Financial Group, LLC 11.02% Rockport Wealth LLC 6.25% PTM WEALTH MANAGEMENT, LLC 5.88% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 5.12% Cornerstone Planning Group LLC 3Y 4.59% OxenFree Capital LLC 3.85% PFS Partners, LLC 3.59% ECLECTIC ASSOCIATES INC /ADV 3Y 2.5% Kellett Wealth Advisors, LLC 3Y 2.46% IAG Wealth Partners, LLC 3Y 2.07%
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