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 Q3	$7.39M	Hold	43,740	–	–	2.15%	19
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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $221M AUM

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Acima Private Wealth's IGM Position: Q3 2026 in Review

Acima Private Wealth held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 43,740 shares worth $7.39M. The position accounts for 2.15% of the portfolio, ranked #19.

Acima Private Wealth first reported a position in IGM in Q4 2018 and has held it in 32 quarters since. 56 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Acima Private Wealth held 43,740 shares of iShares Expanded Tech Sector ETF worth $7.39M as of Q3 2026.
Acima Private Wealth left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
iShares Expanded Tech Sector ETF made up 2.15% of Acima Private Wealth's portfolio in Q3 2026, its #19 holding.
Acima Private Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 32 quarters since.
56 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.