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

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

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return