Avestar Capital
IGM icon

Avestar Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Avestar Capital’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 		$1.55M Sell
9,183
-109
-1% -$17.5K 0.12% 151
2026
Q2 		$1.52M Sell
9,292
-179
-2% -$26.8K 0.08% 168
2026
Q1 		$1.12M Sell
9,471
-260
-3% -$32.7K 0.07% 203
2025
Q4 		$1.26M Sell
9,731
-124
-1% -$16.1K 0.08% 185
2025
Q3 		$1.24M Sell
9,855
-2,006
-17% -$237K 0.08% 186
2025
Q2 		$1.33M Sell
11,861
-490
-4% -$48.1K 0.09% 163
2025
Q1 		$1.12M Sell
12,351
-2,868
-19% -$290K 0.1% 176
2024
Q4 		$1.55M Sell
15,219
-949
-6% -$95.4K 0.13% 124
2024
Q3 		$1.55M Sell
16,168
-82,787
-84% -$7.65M 0.16% 108
2024
Q2 		$9.33M Sell
98,955
-3,484
-3% -$305K 0.95% 20
2024
Q1 		$8.83M Sell
102,439
-55,139
-35% -$4.49M 0.93% 24
2023
Q4 		$11.8M Sell
157,578
-28,140
-15% -$1.92M 1.33% 17
2023
Q3 		$11.8M Sell
185,718
-33,510
-15% -$2.21M 1.68% 12
2023
Q2 		$14.4M Buy
+219,228
New +$13M 2.3% 11

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avestar Capital's IGM Position: Q3 2026 in Review

Avestar Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.2% in Q3 2026, selling an estimated $17.5K and leaving 9,183 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #151.

Avestar Capital first reported a position in IGM in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.4M in Q2 2023. 206 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Avestar Capital held 9,183 shares of iShares Expanded Tech Sector ETF worth $1.55M as of Q3 2026.
  • Avestar Capital sold 109 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $17.5K.
  • iShares Expanded Tech Sector ETF made up 0.12% of Avestar Capital's portfolio in Q3 2026, its #151 holding.
  • Avestar Capital first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 14 quarters since.
  • Avestar Capital's iShares Expanded Tech Sector ETF position peaked at $14.4M in Q2 2023.
  • 206 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.