Acima Private Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Acima Private Wealth’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 Q2	$7.15M	Hold	43,740	–	–	2.08%	18
2026 Q1	$5.18M	Sell	43,740 -7,500	-15%	-$944K	1.63%	20
2025 Q4	$6.62M	Sell	51,240 -2,160	-4%	-$280K	2.05%	18
2025 Q3	$6.73M	Hold	53,400	–	–	2.11%	17
2025 Q2	$6M	Hold	53,400	–	–	2.04%	17
2025 Q1	$4.84M	Hold	53,400	–	–	1.74%	20
2024 Q4	$5.45M	Hold	53,400	–	–	1.84%	17
2024 Q3	$5.12M	Hold	53,400	–	–	1.72%	18
2024 Q2	$5.04M	Hold	53,400	–	–	1.85%	16
2024 Q1	$4.6M	Hold	53,400	–	–	1.7%	15
2023 Q4	$3.99M	Hold	53,400	–	–	1.56%	17
2023 Q3	$3.4M	Hold	53,400	–	–	1.51%	20
2023 Q2	$3.5M	Hold	53,400	–	–	1.67%	16
2023 Q1	$3.02M	Hold	53,400	–	–	1.48%	23
2022 Q4	$2.49M	Hold	53,400	–	–	1.28%	23
2022 Q3	$2.46M	Hold	53,400	–	–	1.26%	25
2022 Q2	$2.62M	Hold	53,400	–	–	1.31%	24
2022 Q1	$3.46M	Sell	53,400 -4,500	-8%	-$290K	1.6%	19
2021 Q4	$4.24M	Hold	57,900	–	–	1.82%	17
2021 Q3	$3.9M	Hold	57,900	–	–	1.79%	18
2021 Q2	$3.9M	Hold	57,900	–	–	1.79%	19
2021 Q1	$3.48M	Hold	57,900	–	–	1.71%	19
2020 Q4	$3.38M	Hold	57,900	–	–	1.75%	16
2020 Q3	$2.98M	Hold	57,900	–	–	1.8%	17
2020 Q2	$2.69M	Hold	57,900	–	–	1.74%	18
2020 Q1	$2.04M	Hold	57,900	–	–	1.57%	19
2019 Q4	$2.34M	Hold	57,900	–	–	1.61%	14
2019 Q3	$2.09M	Hold	57,900	–	–	1.6%	15
2019 Q2	$2.08M	Hold	57,900	–	–	1.64%	16
2019 Q1	$1.99M	Hold	57,900	–	–	1.7%	14
2018 Q4	$1.66M	Buy	+57,900	New	+$1.79M	1.62%	12

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acima Private Wealth's IGM Position: Q2 2026 in Review

Acima Private Wealth held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 43,740 shares worth $7.15M. The position accounts for 2.08% of the portfolio, ranked #18.

Acima Private Wealth first reported a position in IGM in Q4 2018 and has held it in 31 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Acima Private Wealth held 43,740 shares of iShares Expanded Tech Sector ETF worth $7.15M as of Q2 2026.
Acima Private Wealth left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 2.08% of Acima Private Wealth's portfolio in Q2 2026, its #18 holding.
Acima Private Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 31 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.