IAM
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Impact Asset Management’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$6.25M Sell
12,310
-140
-1% -$71.1K 2.45% 13
2024
Q4
$6.2M Sell
12,450
-440
-3% -$219K 2.45% 12
2024
Q3
$6.66M Buy
+12,890
New +$6.66M 2.56% 15