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One Charles Private Wealth Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

One Charles Private Wealth Services’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
Q2 		$267K Buy
+1,631
New +$244K 0.06% 147
2026
Q1 		– Sell
-1,747
Closed -$226K – 169
2025
Q4 		$226K Buy
+1,747
New +$226K 0.06% 148
2022
Q4 		– Sell
-12,324
Closed -$568K – 118
2022
Q3 		$568K Sell
12,324
-15,132
-55% -$797K 0.38% 49
2022
Q2 		$1.37M Buy
27,456
+930
+4% +$51K 0.92% 28
2022
Q1 		$1.72M Buy
+26,526
New +$1.71M 1.07% 27

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

One Charles Private Wealth Services's IGM Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,631 shares worth $267K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: One Charles Private Wealth Services previously reported a position in IGM as recently as Q4 2025.

One Charles Private Wealth Services first reported a position in IGM in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2022. 79 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • One Charles Private Wealth Services held 1,631 shares of iShares Expanded Tech Sector ETF worth $267K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new One Charles Private Wealth Services position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #147 holding.
  • One Charles Private Wealth Services first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 5 quarters since.
  • One Charles Private Wealth Services's iShares Expanded Tech Sector ETF position peaked at $1.72M in Q1 2022.
  • 79 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.