SEC 13F Intelligence

Stuart Chaussee & Associates, Inc. / IGM

Stuart Chaussee & Associates, Inc.’s Ishares Tr Position

Does Stuart Chaussee & Associates, Inc. own Ishares Tr (IGM)? Not currently — the last reported position was 228.6K shares worth $29M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$29M
Q3 2025
Shares
228.6K
% of Portfolio
+6.28%
Quarters Held
23
position exited

Position History IGM

Reported value by quarter
Q1 ’20: $14MQ1 ’20Q2 ’20: $31MQ3 ’20: $35MQ4 ’20: $40MQ4 ’20Q1 ’21: $41MQ2 ’21: $19MQ3 ’21: $19MQ3 ’21Q4 ’21: $19MQ1 ’22: $17MQ2 ’22: $13MQ2 ’22Q3 ’22: $12MQ4 ’22: $12MQ1 ’23: $14MQ1 ’23Q2 ’23: $16MQ3 ’23: $16MQ4 ’23: $18MQ4 ’23Q1 ’24: $20MQ2 ’24: $22MQ3 ’24: $22MQ3 ’24Q4 ’24: $24MQ1 ’25: $21MQ2 ’25: $26MQ2 ’25Q3 ’25: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025228.6K$29M+6.28%
Q2 2025229.5K$26M+5.81%
Q1 2025229.6K$21M+5.19%
Q4 2024231.6K$24M+5.86%
Q3 2024232.3K$22M+5.85%
Q2 2024234.6K$22M+6.09%
Q1 2024236.8K$20M+5.87%
Q4 202340.2K$18M+5.26%
Q3 202341.1K$16M+5.23%
Q2 202341.3K$16M+5.11%
Q1 202341.6K$14M+4.79%
Q4 202241.8K$12M+4.32%
Q3 202242.4K$12M+27.17%
Q2 202242.7K$13M+27.18%
Q1 202243.0K$17M+7.95%
Q4 202143.7K$19M+8.26%
Q3 202146.5K$19M+29.22%
Q2 202146.5K$19M+8.31%
Q1 2021114.5K$41M+15.91%
Q4 2020114.8K$40M+16.19%
Q3 2020113.9K$35M+16.02%
Q2 2020111.7K$31M+16.25%
Q1 202067.3K$14M+13.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stuart Chaussee & Associates, Inc.’s full portfolio or all institutional holders of IGM.