Klingman & Associates
IGM icon

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

Klingman & 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 		$308K Hold
1,821
– – 0.01% 316
2026
Q2 		$298K Buy
1,821
+21
+1% +$3.15K 0.01% 269
2026
Q1 		$213K Hold
1,800
– – 0.01% 318
2025
Q4 		$232K Hold
1,800
– – 0.01% 293
2025
Q3 		$227K Hold
1,800
– – 0.01% 294
2025
Q2 		$202K Buy
+1,800
New +$177K 0.01% 308

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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Klingman & Associates held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 1,821 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #316.

Klingman & Associates first reported a position in IGM in Q2 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Klingman & Associates held 1,821 shares of iShares Expanded Tech Sector ETF worth $308K as of Q3 2026.
  • Klingman & Associates left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech Sector ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #316 holding.
  • Klingman & Associates first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.