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 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

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Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return