Keystone Global Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Keystone Global Partners’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	$5.3M	Buy	31,373 +3,370	+12%	+$540K	1.9%	16
2026 Q2	$4.58M	Hold	28,003	–	–	1.73%	19
2026 Q1	$3.32M	Hold	28,003	–	–	1.47%	21
2025 Q4	$3.62M	Sell	28,003 -460	-2%	-$59.6K	1.59%	18
2025 Q3	$3.58M	Sell	28,463 -1,968	-6%	-$232K	1.83%	17
2025 Q2	$3.42M	Sell	30,431 -869	-3%	-$85.4K	1.86%	17
2025 Q1	$2.84M	Buy	+31,300	New	+$3.16M	1.99%	19

Other funds holding IGM

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

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

SBA

Seven Bridges Advisors New York $221M AUM

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

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

DWS

Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Keystone Global Partners's IGM Position: Q3 2026 in Review

Keystone Global Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q3 2026, buying an estimated $540K and bringing the position to 31,373 shares worth $5.3M. The position accounts for 1.9% of the portfolio, ranked #16.

Keystone Global Partners first reported a position in IGM in Q1 2025 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Keystone Global Partners held 31,373 shares of iShares Expanded Tech Sector ETF worth $5.3M as of Q3 2026.
Keystone Global Partners bought 3,370 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $540K.
iShares Expanded Tech Sector ETF made up 1.9% of Keystone Global Partners's portfolio in Q3 2026, its #16 holding.
Keystone Global Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.