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

Balance 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	$197K	Buy	+1,163	New	+$186K	0.05%	163

Other funds holding IGM

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Balance Wealth's IGM Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q3 2026: 1,163 shares worth $197K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings.

319 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Balance Wealth held 1,163 shares of iShares Expanded Tech Sector ETF worth $197K as of Q3 2026.
iShares Expanded Tech Sector ETF was a new Balance Wealth position in Q3 2026.
iShares Expanded Tech Sector ETF made up 0.05% of Balance Wealth's portfolio in Q3 2026, its #163 holding.
319 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.