Kearns & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kearns & Associates’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	$1.39M	Hold	8,226	–	–	0.64%	15
2026 Q2	$1.35M	Hold	8,226	–	–	0.63%	15
2026 Q1	$975K	Hold	8,226	–	–	0.52%	15
2025 Q4	$1.06M	Hold	8,226	–	–	0.55%	18
2025 Q3	$1.04M	Hold	8,226	–	–	0.55%	16
2025 Q2	$924K	Hold	8,226	–	–	0.53%	15
2025 Q1	$746K	Hold	8,226	–	–	0.48%	18
2024 Q4	$840K	Hold	8,226	–	–	0.54%	17
2024 Q3	$789K	Hold	8,226	–	–	0.52%	16
2024 Q2	$776K	Hold	8,226	–	–	0.58%	14
2024 Q1	$709K	Hold	8,226	–	–	0.55%	16
2023 Q4	$614K	Hold	8,226	–	–	0.52%	19
2023 Q3	$524K	Hold	8,226	–	–	0.49%	20
2023 Q2	$539K	Hold	8,226	–	–	0.49%	19
2023 Q1	$465K	Hold	8,226	–	–	0.46%	22
2022 Q4	$384K	Hold	8,226	–	–	0.4%	24
2022 Q3	$379K	Sell	8,226 -504	-6%	-$26.6K	0.51%	12
2022 Q2	$428K	Hold	8,730	–	–	0.57%	12
2022 Q1	$565K	Sell	8,730 -348	-4%	-$22.4K	0.59%	13
2021 Q4	$664K	Buy	+9,078	New	+$652K	0.65%	12

Other funds holding IGM

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Seven Bridges Advisors New York $221M AUM

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kearns & Associates's IGM Position: Q3 2026 in Review

Kearns & Associates held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 8,226 shares worth $1.39M. The position accounts for 0.64% of the portfolio, ranked #15.

Kearns & Associates first reported a position in IGM in Q4 2021 and has held it in 20 quarters since. 206 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Kearns & Associates held 8,226 shares of iShares Expanded Tech Sector ETF worth $1.39M as of Q3 2026.
Kearns & Associates left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
iShares Expanded Tech Sector ETF made up 0.64% of Kearns & Associates's portfolio in Q3 2026, its #15 holding.
Kearns & Associates first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 20 quarters since.
206 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Kearns & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.