Certior Financial Group
IGM icon

Certior Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Certior Financial Group’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 		– Sell
-1,299
Closed -$212K – 151
2026
Q2 		$212K Buy
+1,299
New +$195K 0.12% 133
2026
Q1 		– Sell
-1,722
Closed -$222K – 134
2025
Q4 		$222K Buy
1,722
+18
+1% +$2.33K 0.15% 121
2025
Q3 		$215K Buy
+1,704
New +$201K 0.14% 128

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Certior Financial Group's IGM Position: Q3 2026 in Review

Certior Financial Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2026, closing a stake of 1,299 shares — an estimated $212K sold.

Certior Financial Group first reported a position in IGM in Q3 2025 and held it in 3 quarters. The position peaked at $222K in Q4 2025. 194 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Certior Financial Group reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2026 after selling out during the quarter.
  • Certior Financial Group sold 1,299 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $212K.
  • Certior Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and held it in 3 quarters.
  • Certior Financial Group's iShares Expanded Tech Sector ETF position peaked at $222K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.