AWM
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Accredited Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Accredited Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$19.4K Buy
550
+396
+257% +$46.7K 0.01% 199
2025
Q2 		$17.3K Hold
154
– – 0.01% 206
2025
Q1 		$14K Hold
154
– – 0.01% 208
2024
Q4 		$15.7K Buy
+154
New +$15.5K 0.01% 210

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Accredited Wealth Management's IGM Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 257% in Q3 2025, buying an estimated $46.7K and bringing the position to 550 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #199.

Accredited Wealth Management first reported a position in IGM in Q4 2024 and has held it in 4 quarters since. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Accredited Wealth Management held 550 shares of iShares Expanded Tech Sector ETF worth $19.4K as of Q3 2025.
  • Accredited Wealth Management bought 396 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $46.7K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #199 holding.
  • Accredited Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 4 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.