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

Avior 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 Q2	$5.55M	Buy	+33,917	New	+$5.08M	0.15%	135
2025 Q1	–	Sell	-742	Closed	-$75.8K	–	1502
2024 Q4	$75.8K	Buy	742 +1	+0.1%	+$101	﹤0.01%	988
2024 Q3	$71.2K	Hold	741	–	–	﹤0.01%	998
2024 Q2	$69.9K	Buy	741 +1	+0.1%	+$88	﹤0.01%	982
2024 Q1	$63.8K	Buy	740 +2	+0.3%	+$163	﹤0.01%	1144
2023 Q4	$55.3K	Hold	738	–	–	﹤0.01%	714
2023 Q3	$47K	Hold	738	–	–	﹤0.01%	772
2023 Q2	$48.3K	Buy	+738	New	+$43.9K	﹤0.01%	767

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 $482M AUM 45.96% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 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 $1.83B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return