Kozak & Associates
IGM icon

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

Kozak & 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 		$41.5K Hold
254
– – 0.01% 147
2026
Q2 		$40.9K Hold
254
– – 0.01% 159
2026
Q1 		$33.1K Hold
254
– – 0.01% 172
2025
Q4 		$33.3K Hold
254
– – 0.01% 167
2025
Q3 		$32.1K Hold
254
– – 0.01% 171
2025
Q2 		$28.9K Hold
254
– – 0.01% 178
2025
Q1 		$22.3K Buy
+254
New +$25.7K 0.01% 167

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
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

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

Kozak & Associates held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 254 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #147.

Kozak & Associates first reported a position in IGM in Q1 2025 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Kozak & Associates held 254 shares of iShares Expanded Tech Sector ETF worth $41.5K as of Q3 2026.
  • Kozak & Associates left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech Sector ETF made up 0.01% of Kozak & Associates's portfolio in Q3 2026, its #147 holding.
  • Kozak & Associates first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.