Cedar Mountain Advisors
IGM icon

Cedar Mountain Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cedar Mountain Advisors’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 		$20.4K Hold
121
– – ﹤0.01% 305
2026
Q2 		$19.7K Buy
121
+1
+0.8% +$150 ﹤0.01% 340
2026
Q1 		$14.3K Hold
120
– – ﹤0.01% 374
2025
Q4 		$15.6K Hold
120
– – ﹤0.01% 210
2025
Q3 		$15.2K Hold
120
– – ﹤0.01% 213
2025
Q2 		$13.5K Hold
120
– – ﹤0.01% 192
2025
Q1 		$10.9K Hold
120
– – ﹤0.01% 197
2024
Q4 		$12.3K Hold
120
– – ﹤0.01% 195
2024
Q3 		$11.5K Hold
120
– – ﹤0.01% 190
2024
Q2 		$11.3K Hold
120
– – ﹤0.01% 183
2024
Q1 		$10.3K Hold
120
– – ﹤0.01% 186
2023
Q4 		$8.96K Hold
120
– – ﹤0.01% 189
2023
Q3 		$7.64K Buy
+120
New +$7.91K ﹤0.01% 189

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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
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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cedar Mountain Advisors's IGM Position: Q3 2026 in Review

Cedar Mountain Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 121 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Cedar Mountain Advisors first reported a position in IGM in Q3 2023 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Cedar Mountain Advisors held 121 shares of iShares Expanded Tech Sector ETF worth $20.4K as of Q3 2026.
  • Cedar Mountain Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #305 holding.
  • Cedar Mountain Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2023 and has held it in 13 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.