Belpointe Asset Management
IGM icon

Belpointe Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Belpointe Asset 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
Q3 		$685K Sell
4,054
-106
-3% -$17K 0.02% 638
2026
Q2 		$681K Buy
+4,160
New +$623K 0.02% 618
2026
Q1 		– Sell
-6,039
Closed -$780K – 1129
2025
Q4 		$780K Sell
6,039
-29,734
-83% -$3.85M 0.03% 523
2025
Q3 		$4.51M Sell
35,773
-233
-0.6% -$27.5K 0.17% 102
2025
Q2 		$4.04M Sell
36,006
-5,104
-12% -$501K 0.17% 105
2025
Q1 		$3.73M Sell
41,110
-57,496
-58% -$5.81M 0.19% 103
2024
Q4 		$9.18M Sell
98,606
-41
-0% -$4.12K 0.55% 27
2024
Q3 		$9.46M Buy
98,647
+31,543
+47% +$2.92M 0.57% 27
2024
Q2 		$6.33M Buy
+67,104
New +$5.88M 0.44% 40
2023
Q2 		– Sell
-786
Closed -$44.5K – 1874
2023
Q1 		$44.5K Hold
786
– – ﹤0.01% 1765
2022
Q4 		$36.7K Buy
+786
New +$37.7K ﹤0.01% 1796
2022
Q2 		– Sell
-7,488
Closed -$485K – 1196
2022
Q1 		$485K Buy
+7,488
New +$482K 0.03% 548

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Belpointe Asset Management's IGM Position: Q3 2026 in Review

Belpointe Asset Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.5% in Q3 2026, selling an estimated $17K and leaving 4,054 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #638.

Belpointe Asset Management first reported a position in IGM in Q1 2022 and has held it in 12 quarters since. The position peaked at $9.46M in Q3 2024. 350 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Belpointe Asset Management held 4,054 shares of iShares Expanded Tech Sector ETF worth $685K as of Q3 2026.
  • Belpointe Asset Management sold 106 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $17K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #638 holding.
  • Belpointe Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 12 quarters since.
  • Belpointe Asset Management's iShares Expanded Tech Sector ETF position peaked at $9.46M in Q3 2024.
  • 350 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.