Prospera Financial Services
IGM icon

Prospera Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Prospera Financial 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
Q3 		– Sell
-1,882
Closed -$308K – 1569
2026
Q2 		$308K Buy
+1,882
New +$282K ﹤0.01% 1226
2024
Q4 		– Sell
-20,453
Closed -$1.96M – 1157
2024
Q3 		$1.96M Buy
20,453
+854
+4% +$78.9K 0.05% 342
2024
Q2 		$1.85M Sell
19,599
-762
-4% -$66.7K 0.05% 355
2024
Q1 		$1.75M Buy
20,361
+1,479
+8% +$120K 0.05% 354
2023
Q4 		$1.41M Buy
18,882
+708
+4% +$48.4K 0.05% 382
2023
Q3 		$1.16M Buy
18,174
+7,284
+67% +$480K 0.04% 393
2023
Q2 		$713K Sell
10,890
-96
-0.9% -$5.71K 0.03% 509
2023
Q1 		$622K Buy
10,986
+948
+9% +$49.4K 0.03% 546
2022
Q4 		$469K Sell
10,038
-2,172
-18% -$104K 0.02% 552
2022
Q3 		$562K Buy
12,210
+1,392
+13% +$73.4K 0.03% 493
2022
Q2 		$531K Sell
10,818
-96
-0.9% -$5.26K 0.03% 498
2022
Q1 		$707K Sell
10,914
-8,922
-45% -$574K 0.03% 498
2021
Q4 		$1.45M Sell
19,836
-528
-3% -$37.9K 0.06% 329
2021
Q3 		$1.37M Sell
20,364
-18
-0.1% -$1.25K 0.07% 316
2021
Q2 		$1.37M Sell
20,382
-144
-0.7% -$9.17K 0.07% 321
2021
Q1 		$1.24M Buy
20,526
+282
+1% +$16.9K 0.07% 295
2020
Q4 		$1.18M Buy
+20,244
New +$1.11M 0.08% 259
2020
Q3 		– Sell
-14,382
Closed -$669K – 1650
2020
Q2 		$669K Buy
14,382
+5,220
+57% +$219K 0.06% 304
2020
Q1 		$323K Sell
9,162
-1,764
-16% -$70.7K 0.03% 377
2019
Q4 		$441K Sell
10,926
-690
-6% -$26.3K 0.03% 402
2019
Q3 		$420K Buy
11,616
+5,478
+89% +$200K 0.04% 359
2019
Q2 		$223K Buy
+6,138
New +$217K 0.03% 472

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

Prospera Financial Services's IGM Position: Q3 2026 in Review

Prospera Financial Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2026, closing a stake of 1,882 shares — an estimated $308K sold.

Prospera Financial Services first reported a position in IGM in Q2 2019 and held it in 22 quarters. The position peaked at $1.96M in Q3 2024. 256 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Prospera Financial Services reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2026 after selling out during the quarter.
  • Prospera Financial Services sold 1,882 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $308K.
  • Prospera Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and held it in 22 quarters.
  • Prospera Financial Services's iShares Expanded Tech Sector ETF position peaked at $1.96M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.