Accurate Wealth Management
IGM icon

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

Accurate 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
2026
Q3 		$2.17M Buy
12,724
+1,690
+15% +$271K 0.19% 121
2026
Q2 		$1.78M Buy
11,034
+2,367
+27% +$355K 0.17% 138
2026
Q1 		$1.11M Buy
8,667
+1,673
+24% +$210K 0.13% 171
2025
Q4 		$917K Buy
6,994
+1,997
+40% +$259K 0.12% 189
2025
Q3 		$631K Buy
4,997
+1,221
+32% +$144K 0.08% 250
2025
Q2 		$427K Buy
+3,776
New +$371K 0.07% 288

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Accurate Wealth Management's IGM Position: Q3 2026 in Review

Accurate Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 15% in Q3 2026, buying an estimated $271K and bringing the position to 12,724 shares worth $2.17M. The position accounts for 0.19% of the portfolio, ranked #121.

Accurate Wealth Management first reported a position in IGM in Q2 2025 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Accurate Wealth Management held 12,724 shares of iShares Expanded Tech Sector ETF worth $2.17M as of Q3 2026.
  • Accurate Wealth Management bought 1,690 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $271K.
  • iShares Expanded Tech Sector ETF made up 0.19% of Accurate Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Accurate Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.