Dynamic Advisor Solutions
IGM icon

Dynamic Advisor Solutions’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Dynamic Advisor Solutions’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 		$660K Sell
3,904
-478
-11% -$76.6K 0.02% 579
2026
Q2 		$717K Buy
+4,382
New +$656K 0.02% 572

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Legacy Financial Strategies
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SBA
Seven Bridges Advisors New York $221M AUM
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Dynamic Advisor Solutions's IGM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q3 2026, selling an estimated $76.6K and leaving 3,904 shares worth $660K. The position accounts for 0.02% of the portfolio, ranked #579.

Dynamic Advisor Solutions first reported a position in IGM in Q2 2026 and has held it in 2 quarters since. The position peaked at $717K in Q2 2026. 91 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Dynamic Advisor Solutions held 3,904 shares of iShares Expanded Tech Sector ETF worth $660K as of Q3 2026.
  • Dynamic Advisor Solutions sold 478 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $76.6K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #579 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Expanded Tech Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • Dynamic Advisor Solutions's iShares Expanded Tech Sector ETF position peaked at $717K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.