Global Financial Private Client’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Global Financial Private Client’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	$445K	Hold	2,632	–	–	0.12%	172
2026 Q2	$431K	Hold	2,632	–	–	0.12%	184
2026 Q1	$312K	Hold	2,632	–	–	0.1%	197
2025 Q4	$340K	Hold	2,632	–	–	0.12%	181
2025 Q3	$332K	Buy	2,632 +40	+2%	+$4.72K	0.12%	183
2025 Q2	$291K	Sell	2,592 -7,899	-75%	-$776K	0.11%	187
2025 Q1	$951K	Sell	10,491 -229	-2%	-$23.1K	0.36%	74
2024 Q4	$1.09M	Buy	10,720 +1,319	+14%	+$133K	0.41%	65
2024 Q3	$902K	Buy	9,401 +7	+0.1%	+$647	0.35%	79
2024 Q2	$886K	Buy	9,394 +250	+3%	+$21.9K	0.37%	72
2024 Q1	$792K	Buy	9,144 +240	+3%	+$19.5K	0.34%	83
2023 Q4	$665K	Buy	8,904 +1,824	+26%	+$125K	0.31%	87
2023 Q3	$456K	Hold	7,080	–	–	0.24%	97
2023 Q2	$463K	Buy	7,080 +570	+9%	+$33.9K	0.23%	106
2023 Q1	$368K	Buy	6,510 +3,624	+126%	+$189K	0.19%	117
2022 Q4	$135K	Hold	2,886	–	–	0.08%	170
2022 Q3	$137K	Hold	2,886	–	–	0.08%	169
2022 Q2	$142K	Hold	2,886	–	–	0.08%	159
2022 Q1	$187K	Hold	2,886	–	–	0.09%	146
2021 Q4	$211K	Hold	2,886	–	–	0.1%	137
2021 Q3	$196K	Hold	2,886	–	–	0.1%	142
2021 Q2	$194K	Hold	2,886	–	–	0.11%	138
2021 Q1	$178K	Hold	2,886	–	–	0.13%	123
2020 Q4	$168K	Sell	2,886 -1,314	-31%	-$72K	0.13%	114
2020 Q3	$220K	Hold	4,200	–	–	0.19%	89
2020 Q2	$198K	Sell	4,200 -3,594	-46%	-$151K	0.17%	107
2020 Q1	$263K	Hold	7,794	–	–	0.28%	82
2019 Q4	$315K	Buy	+7,794	New	+$297K	0.26%	87

Other funds holding IGM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Global Financial Private Client's IGM Position: Q3 2026 in Review

Global Financial Private Client held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 2,632 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #172.

Global Financial Private Client first reported a position in IGM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.09M in Q4 2024. 482 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Global Financial Private Client held 2,632 shares of iShares Expanded Tech Sector ETF worth $445K as of Q3 2026.
Global Financial Private Client left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
iShares Expanded Tech Sector ETF made up 0.12% of Global Financial Private Client's portfolio in Q3 2026, its #172 holding.
Global Financial Private Client first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 28 quarters since.
Global Financial Private Client's iShares Expanded Tech Sector ETF position peaked at $1.09M in Q4 2024.
482 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.