FFA
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Farther Finance Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Farther Finance Advisors’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 		$2.84M Buy
16,772
+330
+2% +$52.9K 0.02% 621
2026
Q2 		$2.69M Buy
16,442
+9,315
+131% +$1.4M 0.02% 616
2026
Q1 		$857K Buy
7,127
+5,080
+248% +$639K 0.01% 1066
2025
Q4 		$264K Sell
2,047
-6,601
-76% -$855K ﹤0.01% 1731
2025
Q3 		$1.09M Buy
8,648
+6,875
+388% +$811K 0.02% 684
2025
Q2 		$199K Buy
1,773
+82
+5% +$8.05K ﹤0.01% 1390
2025
Q1 		$155K Sell
1,691
-198
-10% -$20K ﹤0.01% 1332
2024
Q4 		$193K Buy
1,889
+600
+47% +$60.3K 0.01% 1000
2024
Q3 		$124K Sell
1,289
-1,363
-51% -$126K ﹤0.01% 1208
2024
Q2 		$252K Buy
2,652
+1,795
+209% +$157K 0.01% 742
2024
Q1 		$74.3K Sell
857
-1
-0.1% -$81 ﹤0.01% 1047
2023
Q4 		$64.1K Buy
858
+132
+18% +$9.03K ﹤0.01% 951
2023
Q3 		$46.2K Buy
726
+30
+4% +$1.98K 0.01% 796
2023
Q2 		$45.5K Sell
696
-264
-28% -$15.7K 0.01% 707
2023
Q1 		$54.3K Sell
960
-18
-2% -$939 0.02% 580
2022
Q4 		$45.6K Buy
+978
New +$46.9K 0.02% 514

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
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
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's IGM Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 2% in Q3 2026, buying an estimated $52.9K and bringing the position to 16,772 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #621.

Farther Finance Advisors first reported a position in IGM in Q4 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Farther Finance Advisors held 16,772 shares of iShares Expanded Tech Sector ETF worth $2.84M as of Q3 2026.
  • Farther Finance Advisors bought 330 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $52.9K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #621 holding.
  • Farther Finance Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 16 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.