JFS Wealth Advisors
IGM icon

JFS Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

JFS Wealth 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 		$21.1K Hold
125
– – ﹤0.01% 747
2026
Q2 		$20.4K Hold
125
– – ﹤0.01% 762
2026
Q1 		$14.8K Hold
125
– – ﹤0.01% 818
2025
Q4 		$16.1K Hold
125
– – ﹤0.01% 813
2025
Q3 		$15.7K Sell
125
-59
-32% -$6.96K ﹤0.01% 750
2025
Q2 		$20.7K Sell
184
-365
-66% -$35.9K ﹤0.01% 652
2025
Q1 		$49.8K Buy
549
+454
+478% +$45.9K ﹤0.01% 471
2024
Q4 		$9.7K Sell
95
-22
-19% -$2.21K ﹤0.01% 862
2024
Q3 		$11.2K Buy
+117
New +$10.8K ﹤0.01% 819

Other funds holding IGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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
Gray Foundation
Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's IGM Position: Q3 2026 in Review

JFS Wealth Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 125 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

JFS Wealth Advisors first reported a position in IGM in Q3 2024 and has held it in 9 quarters since. The position peaked at $49.8K in Q1 2025. 464 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • JFS Wealth Advisors held 125 shares of iShares Expanded Tech Sector ETF worth $21.1K as of Q3 2026.
  • JFS Wealth Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #747 holding.
  • JFS Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 9 quarters since.
  • JFS Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $49.8K in Q1 2025.
  • 464 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.