Diversify Wealth Management’s Franklin Intelligent Machines ETF IQM Stock Holding History

Diversify Wealth Management’s Portfolio IQM Stock Details IQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$770K	Sell	7,662 -2,510	-25%	-$269K	0.01%	760
2026 Q2	$1.04M	Sell	10,172 -671	-6%	-$74.2K	0.02%	617
2026 Q1	$1.13M	Buy	+10,843	New	+$1M	0.02%	563

Other funds holding IQM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Diversify Wealth Management's IQM Position: Q3 2026 in Review

Diversify Wealth Management reduced its Franklin Intelligent Machines ETF (IQM) stake by 25% in Q3 2026, selling an estimated $269K and leaving 7,662 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #760.

Diversify Wealth Management first reported a position in IQM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 6 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

Diversify Wealth Management held 7,662 shares of Franklin Intelligent Machines ETF worth $770K as of Q3 2026.
Diversify Wealth Management sold 2,510 Franklin Intelligent Machines ETF shares in Q3 2026, an estimated $269K.
Franklin Intelligent Machines ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #760 holding.
Diversify Wealth Management first reported a position in Franklin Intelligent Machines ETF in Q1 2026 and has held it in 3 quarters since.
Diversify Wealth Management's Franklin Intelligent Machines ETF position peaked at $1.13M in Q1 2026.
6 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.