High Point Wealth Management
IGM icon

High Point Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

High Point 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 		$292K Sell
1,729
-999
-37% -$160K 0.23% 78
2026
Q2 		$446K Hold
2,728
– – 0.37% 64
2026
Q1 		$323K Hold
2,728
– – 0.31% 73
2025
Q4 		$352K Buy
+2,728
New +$353K 0.33% 70

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
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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

High Point Wealth Management's IGM Position: Q3 2026 in Review

High Point Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 37% in Q3 2026, selling an estimated $160K and leaving 1,729 shares worth $292K. The position accounts for 0.23% of the portfolio, ranked #78.

High Point Wealth Management first reported a position in IGM in Q4 2025 and has held it in 4 quarters since. The position peaked at $446K in Q2 2026. 301 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • High Point Wealth Management held 1,729 shares of iShares Expanded Tech Sector ETF worth $292K as of Q3 2026.
  • High Point Wealth Management sold 999 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $160K.
  • iShares Expanded Tech Sector ETF made up 0.23% of High Point Wealth Management's portfolio in Q3 2026, its #78 holding.
  • High Point Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's iShares Expanded Tech Sector ETF position peaked at $446K in Q2 2026.
  • 301 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.