Elevation Wealth Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Elevation Wealth Partners’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	$178K	Sell	1,053 -9	-0.8%	-$1.44K	0.05%	154
2026 Q2	$174K	Hold	1,062	–	–	0.05%	148
2026 Q1	$126K	Hold	1,062	–	–	0.05%	154
2025 Q4	$137K	Sell	1,062 -472	-31%	-$61.1K	0.05%	143
2025 Q3	$193K	Hold	1,534	–	–	0.07%	117
2025 Q2	$172K	Sell	1,534 -14	-0.9%	-$1.38K	0.07%	121
2025 Q1	$140K	Hold	1,548	–	–	0.06%	133
2024 Q4	$158K	Hold	1,548	–	–	0.07%	127
2024 Q3	$149K	Hold	1,548	–	–	0.06%	135
2024 Q2	$146K	Hold	1,548	–	–	0.07%	133
2024 Q1	$133K	Sell	1,548 -1,242	-45%	-$101K	0.07%	134
2023 Q4	$178K	Hold	2,790	–	–	0.11%	113
2023 Q3	$178K	Hold	2,790	–	–	0.15%	69
2023 Q2	$183K	Hold	2,790	–	–	0.15%	67
2023 Q1	$158K	Buy	+2,790	New	+$146K	0.14%	70

Other funds holding IGM

SBA

Seven Bridges Advisors New York $221M AUM

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

GLLW

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FFA

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Elevation Wealth Partners's IGM Position: Q3 2026 in Review

Elevation Wealth Partners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.85% in Q3 2026, selling an estimated $1.44K and leaving 1,053 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #154.

Elevation Wealth Partners first reported a position in IGM in Q1 2023 and has held it in 15 quarters since. The position peaked at $193K in Q3 2025. 27 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Elevation Wealth Partners held 1,053 shares of iShares Expanded Tech Sector ETF worth $178K as of Q3 2026.
Elevation Wealth Partners sold 9 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $1.44K.
iShares Expanded Tech Sector ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #154 holding.
Elevation Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $193K in Q3 2025.
27 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.