Guidance Point Advisors
IGM icon

Guidance Point Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Guidance Point 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 		$916K Buy
5,415
+546
+11% +$87.5K 0.19% 46
2026
Q2 		$797K Buy
4,869
+3
+0.1% +$449 0.17% 50
2026
Q1 		$577K Buy
4,866
+1
+0% +$126 0.14% 51
2025
Q4 		$629K Sell
4,865
-30
-0.6% -$3.89K 0.15% 48
2025
Q3 		$617K Sell
4,895
-101
-2% -$11.9K 0.15% 51
2025
Q2 		$561K Buy
4,996
+1,148
+30% +$113K 0.14% 52
2025
Q1 		$349K Buy
3,848
+22
+0.6% +$2.22K 0.1% 60
2024
Q4 		$391K Buy
3,826
+1,156
+43% +$116K 0.11% 59
2024
Q3 		$256K Buy
2,670
+3
+0.1% +$277 0.07% 73
2024
Q2 		$252K Buy
2,667
+2
+0.1% +$175 0.08% 68
2024
Q1 		$230K Buy
+2,665
New +$217K 0.08% 75
2022
Q2 		– Sell
-3,450
Closed -$223K – 89
2022
Q1 		$223K Buy
3,450
+270
+8% +$17.4K 0.08% 85
2021
Q4 		$232K Buy
3,180
+114
+4% +$8.19K 0.08% 78
2021
Q3 		$206K Buy
3,066
+90
+3% +$6.26K 0.08% 86
2021
Q2 		$200K Buy
+2,976
New +$190K 0.08% 87
2020
Q3 		– Sell
-4,644
Closed -$216K – 80
2020
Q2 		$216K Buy
+4,644
New +$195K 0.12% 67

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Guidance Point Advisors's IGM Position: Q3 2026 in Review

Guidance Point Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q3 2026, buying an estimated $87.5K and bringing the position to 5,415 shares worth $916K. The position accounts for 0.19% of the portfolio, ranked #46.

Guidance Point Advisors first reported a position in IGM in Q2 2020 and has held it in 16 quarters since. 332 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Guidance Point Advisors held 5,415 shares of iShares Expanded Tech Sector ETF worth $916K as of Q3 2026.
  • Guidance Point Advisors bought 546 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $87.5K.
  • iShares Expanded Tech Sector ETF made up 0.19% of Guidance Point Advisors's portfolio in Q3 2026, its #46 holding.
  • Guidance Point Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 16 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.