Dynamic Wealth Strategies
IGM icon

Dynamic Wealth Strategies’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Dynamic Wealth Strategies’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 		$15.6M Sell
92,307
-9,149
-9% -$1.47M 8.31% 2
2026
Q2 		$16.6M Sell
101,456
-260
-0.3% -$38.9K 8.84% 2
2026
Q1 		$12.1M Buy
101,716
+2,607
+3% +$328K 6.97% 3
2025
Q4 		$12.8M Buy
99,109
+4,277
+5% +$554K 7.62% 2
2025
Q3 		$11.9M Buy
94,832
+704
+0.7% +$83K 7.98% 1
2025
Q2 		$10.6M Buy
94,128
+26,825
+40% +$2.63M 7.62% 3
2025
Q1 		$6.1M Buy
67,303
+1,491
+2% +$151K 5.07% 5
2024
Q4 		$6.72M Buy
65,812
+416
+0.6% +$41.8K 5.98% 6
2024
Q3 		$6.27M Sell
65,396
-526
-0.8% -$48.6K 5.12% 7
2024
Q2 		$6.22M Sell
65,922
-3,416
-5% -$299K 5.34% 7
2024
Q1 		$5.98M Sell
69,338
-934
-1% -$76.1K 5.11% 7
2023
Q4 		$5.25M Buy
+70,272
New +$4.8M 4.83% 8

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

Dynamic Wealth Strategies's IGM Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its iShares Expanded Tech Sector ETF (IGM) stake by 9% in Q3 2026, selling an estimated $1.47M and leaving 92,307 shares worth $15.6M. The position accounts for 8.31% of the portfolio, ranked #2.

Dynamic Wealth Strategies first reported a position in IGM in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.6M in Q2 2026. 143 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Dynamic Wealth Strategies held 92,307 shares of iShares Expanded Tech Sector ETF worth $15.6M as of Q3 2026.
  • Dynamic Wealth Strategies sold 9,149 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $1.47M.
  • iShares Expanded Tech Sector ETF made up 8.31% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #2 holding.
  • Dynamic Wealth Strategies first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 12 quarters since.
  • Dynamic Wealth Strategies's iShares Expanded Tech Sector ETF position peaked at $16.6M in Q2 2026.
  • 143 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.