CX Institutional
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CX Institutional’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CX Institutional’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 		$315K Buy
1,866
+109
+6% +$17.5K 0.01% 614
2026
Q2 		$287K Sell
1,757
-8,203
-82% -$1.23M 0.01% 647
2026
Q1 		$1.18M Buy
9,960
+7,405
+290% +$932K 0.04% 313
2025
Q4 		$330K Buy
2,555
+440
+21% +$57K 0.01% 544
2025
Q3 		$266K Buy
2,115
+842
+66% +$99.3K 0.01% 608
2025
Q2 		$143K Buy
1,273
+975
+327% +$95.8K 0.01% 706
2025
Q1 		$27K Buy
+298
New +$30.1K ﹤0.01% 918
2024
Q3 		– Sell
-2,648
Closed -$250K – 573
2024
Q2 		$250K Buy
+2,648
New +$232K 0.01% 498
2023
Q3 		– Sell
-3,666
Closed -$240K – 512
2023
Q2 		$240K Buy
+3,666
New +$218K 0.01% 469

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
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
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Dynamic Wealth Strategies
Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return

CX Institutional's IGM Position: Q3 2026 in Review

CX Institutional increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.2% in Q3 2026, buying an estimated $17.5K and bringing the position to 1,866 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #614.

CX Institutional first reported a position in IGM in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2026. 131 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • CX Institutional held 1,866 shares of iShares Expanded Tech Sector ETF worth $315K as of Q3 2026.
  • CX Institutional bought 109 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $17.5K.
  • iShares Expanded Tech Sector ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #614 holding.
  • CX Institutional first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 9 quarters since.
  • CX Institutional's iShares Expanded Tech Sector ETF position peaked at $1.18M in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.