Graves Light Lenhart Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Graves Light Lenhart Wealth’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	$9.35M	Sell	55,337 -636	-1%	-$102K	0.88%	28
2026 Q2	$9.16M	Hold	55,973	–	–	0.85%	27
2026 Q1	$6.63M	Hold	55,973	–	–	0.69%	35
2025 Q4	$7.23M	Hold	55,973	–	–	0.77%	32
2025 Q3	$7.05M	Hold	55,973	–	–	0.78%	31
2025 Q2	$6.29M	Sell	55,973 -661	-1%	-$64.9K	0.75%	31
2025 Q1	$5.14M	Hold	56,634	–	–	0.63%	37
2024 Q4	$5.78M	Sell	56,634 -258	-0.5%	-$25.9K	0.72%	33
2024 Q3	$5.46M	Sell	56,892 -132	-0.2%	-$12.2K	0.67%	34
2024 Q2	$5.41M	Hold	57,024	–	–	0.62%	38
2024 Q1	$4.91M	Sell	57,024 -6,000	-10%	-$489K	0.57%	42
2023 Q4	$4.71M	Sell	63,024 -210	-0.3%	-$14.4K	0.58%	42
2023 Q3	$4.14M	Hold	63,234	–	–	0.56%	43
2023 Q2	$4.14M	Sell	63,234 -18,000	-22%	-$1.07M	0.56%	44
2023 Q1	$4.59M	Sell	81,234 -408	-0.5%	-$21.3K	0.71%	34
2022 Q4	$3.81M	Sell	81,642 -642	-0.8%	-$30.8K	0.59%	42
2022 Q3	$3.79M	Hold	82,284	–	–	0.63%	41
2022 Q2	$4.04M	Hold	82,284	–	–	0.62%	45
2022 Q1	$5.33M	Sell	82,284 -312	-0.4%	-$20.1K	0.74%	37
2021 Q4	$6.04M	Hold	82,596	–	–	0.86%	31
2021 Q3	$5.56M	Sell	82,596 -294	-0.4%	-$20.4K	0.88%	32
2021 Q2	$5.58M	Sell	82,890 -102	-0.1%	-$6.5K	0.9%	34
2021 Q1	$4.99M	Hold	82,992	–	–	0.86%	34
2020 Q4	$4.84M	Sell	82,992 -1,008	-1%	-$55.2K	0.9%	32
2020 Q3	$4.33M	Hold	84,000	–	–	0.96%	31
2020 Q2	$3.91M	Sell	84,000 -192	-0.2%	-$8.07K	0.92%	35
2020 Q1	$2.97M	Hold	84,192	–	–	0.8%	38
2019 Q4	$3.4M	Hold	84,192	–	–	0.71%	43
2019 Q3	$3.14M	Hold	84,192	–	–	0.69%	42
2019 Q2	$3.03M	Hold	84,192	–	–	0.72%	41
2019 Q1	$2.89M	Hold	84,192	–	–	0.74%	41
2018 Q4	$2.41M	Buy	+84,192	New	+$2.6M	0.71%	43

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 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

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

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

Graves Light Lenhart Wealth's IGM Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q3 2026, selling an estimated $102K and leaving 55,337 shares worth $9.35M. The position accounts for 0.88% of the portfolio, ranked #28.

Graves Light Lenhart Wealth first reported a position in IGM in Q4 2018 and has held it in 32 quarters since. 20 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Graves Light Lenhart Wealth held 55,337 shares of iShares Expanded Tech Sector ETF worth $9.35M as of Q3 2026.
Graves Light Lenhart Wealth sold 636 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $102K.
iShares Expanded Tech Sector ETF made up 0.88% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #28 holding.
Graves Light Lenhart Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 32 quarters since.
20 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.