Harmony Asset Management
IGM icon

Harmony Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Harmony Asset 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 		$1.16M Sell
6,862
-2,507
-27% -$402K 0.29% 71
2026
Q2 		$1.53M Sell
9,369
-149
-2% -$22.3K 0.41% 59
2026
Q1 		$1.13M Buy
9,518
+440
+5% +$55.4K 0.34% 71
2025
Q4 		$1.17M Sell
9,078
-6,950
-43% -$900K 0.39% 66
2025
Q3 		$2.02M Buy
16,028
+2,195
+16% +$259K 0.7% 38
2025
Q2 		$1.55M Sell
13,833
-641
-4% -$63K 0.58% 47
2025
Q1 		$1.31M Buy
14,474
+237
+2% +$23.9K 0.55% 52
2024
Q4 		$1.45M Sell
14,237
-6,904
-33% -$694K 0.58% 47
2024
Q3 		$2.03M Buy
21,141
+3,405
+19% +$315K 0.75% 42
2024
Q2 		$1.67M Sell
17,736
-68
-0.4% -$5.95K 0.7% 38
2024
Q1 		$1.53M Buy
17,804
+4,886
+38% +$398K 0.63% 48
2023
Q4 		$965K Buy
+12,918
New +$883K 0.41% 65

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Dynamic Wealth Strategies
Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return

Harmony Asset Management's IGM Position: Q3 2026 in Review

Harmony Asset Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 27% in Q3 2026, selling an estimated $402K and leaving 6,862 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #71.

Harmony Asset Management first reported a position in IGM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q3 2024. 132 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Harmony Asset Management held 6,862 shares of iShares Expanded Tech Sector ETF worth $1.16M as of Q3 2026.
  • Harmony Asset Management sold 2,507 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $402K.
  • iShares Expanded Tech Sector ETF made up 0.29% of Harmony Asset Management's portfolio in Q3 2026, its #71 holding.
  • Harmony Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 12 quarters since.
  • Harmony Asset Management's iShares Expanded Tech Sector ETF position peaked at $2.03M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.