SEC 13F Intelligence

Financial Freedom, LLC / IGM

Financial Freedom, LLC’s Ishares Tr Position

Does Financial Freedom, LLC own Ishares Tr (IGM)? Yes — 27.7K shares worth $3M (+1.63% of its 13F portfolio) as of Q1 2026, up from 26.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
27.7K
% of Portfolio
+1.63%
Quarters Held
5
currently held

Position History IGM

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.7K$3M+1.63%
Q4 202526.9K$3M+1.72%
Q3 202525.9K$3M+1.63%
Q2 202522.8K$3M+1.38%
Q1 202520.5K$2M+1.07%

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