SteelPeak Wealth, LLC IGM — ISHARES TR

Ownership history in SteelPeak Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported ISHARES TR (IGM) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.57% in 2024 Q4. The latest visible filing shows IGM at 0.86% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, LLC's position in ISHARES TR, 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 Q3

IGM was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

IGM stock page SteelPeak Wealth, LLC fund profile SteelPeak Wealth, LLC full holdings
How SteelPeak Wealth, LLC held IGM — position size vs. price
% of Fund (quarterly)    IGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 204,668 +201,788 +7006.5% 0.86% $25.8M 2025-10-21 $129.04
2025 Q2 REDUCED 48.7% +12.0% ❌ 2,880 -2,738 -48.7% 0.01% $324K 2025-07-23 $114.39
2025 Q1 REDUCED 98.5% +24.0% ❌ 5,618 -373,562 -98.5% 0.02% $509K 2025-05-01 $94.02
2024 Q4 ADDED — — — 379,180 +369,690 +3895.6% 1.57% $38.7M 2025-01-23 $107.19
2024 Q3 REDUCED 93.3% +7.3% ❌ 9,490 -132,669 -93.3% 0.04% $910K 2024-10-25 $97.43
2024 Q2 ADDED — — — 142,159 +119,454 +526.1% 0.62% $13.4M 2024-07-17 $93.46
2023 Q4 ADDED — — — 22,705 +1,138 +5.3% 0.59% $10.2M 2024-01-24 $79.45
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGM

As of 2026 Q1 — sorted by position size

Gray Foundation 16.7% Shira Ridge Wealth Management 3Y 5.24% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 4.46% Journey Beyond Wealth, LLC 3.04% WestEnd Advisors, LLC 3Y 7Y 2.39% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 2.3% WealthBridge Capital Management, LLC 3Y 7Y 1.85% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 1.63% BXM Wealth LLC 1.61% Keystone Global Partners, LLC 1.47%

FAQ About SteelPeak Wealth, 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 SteelPeak Wealth, LLC reported owning IGM?

SteelPeak Wealth, LLC reported IGM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IGM position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for IGM was 1.57% in 2024 Q4.

What is the latest reported IGM position on this page?

The most recent filing on this page is 2025 Q3, when SteelPeak Wealth, LLC reported 204,668 shares, equal to 0.86% of portfolio, with an estimated market value of $25.8M.

What does the chart on this IGM ownership page compare?

The chart compares SteelPeak Wealth, 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.

How well did SteelPeak Wealth, LLC time their IGM position?

Based on 13F filing dates vs. subsequent IGM price moves, SteelPeak Wealth, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on IGM relative to SPY over the holding period was +11.4%.

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