Great Waters Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Great Waters Wealth Management’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	$343K	Hold	2,028	–	–	0.03%	94
2026 Q2	$332K	Hold	2,028	–	–	0.03%	97
2026 Q1	$240K	Hold	2,028	–	–	0.03%	108
2025 Q4	$262K	Sell	2,028 -12	-0.6%	-$1.55K	0.03%	100
2025 Q3	$257K	Hold	2,040	–	–	0.03%	95
2025 Q2	$229K	Buy	+2,040	New	+$200K	0.03%	95
2025 Q1	–	Sell	-2,040	Closed	-$208K	–	110
2024 Q4	$208K	Buy	+2,040	New	+$205K	0.03%	105

Other funds holding IGM

SEIA

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

SBA

Seven Bridges Advisors New York $221M AUM

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Great Waters Wealth Management's IGM Position: Q3 2026 in Review

Great Waters Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 2,028 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #94.

Great Waters Wealth Management first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Great Waters Wealth Management held 2,028 shares of iShares Expanded Tech Sector ETF worth $343K as of Q3 2026.
Great Waters Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
iShares Expanded Tech Sector ETF made up 0.03% of Great Waters Wealth Management's portfolio in Q3 2026, its #94 holding.
Great Waters Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.