Ridgeline Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ridgeline Wealth’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	$833K	Sell	4,889 -1	-0%	-$160	0.47%	27
2026 Q2	$800K	Sell	4,890 -46	-0.9%	-$6.89K	0.47%	27
2026 Q1	$585K	Sell	4,936 -1,005	-17%	-$126K	0.42%	28
2025 Q4	$767K	Sell	5,941 -4	-0.1%	-$518	0.53%	23
2025 Q3	$749K	Sell	5,945 -3	-0.1%	-$354	0.55%	24
2025 Q2	$668K	Sell	5,948 -5	-0.1%	-$491	0.55%	25
2025 Q1	$540K	Hold	5,953	–	–	0.46%	30
2024 Q4	$608K	Buy	+5,953	New	+$598K	0.5%	29

Other funds holding IGM

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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

GLLW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Ridgeline Wealth's IGM Position: Q3 2026 in Review

Ridgeline Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q3 2026, selling an estimated $160 and leaving 4,889 shares worth $833K. The position accounts for 0.47% of the portfolio, ranked #27.

Ridgeline Wealth first reported a position in IGM in Q4 2024 and has held it in 8 quarters since. 56 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Ridgeline Wealth held 4,889 shares of iShares Expanded Tech Sector ETF worth $833K as of Q3 2026.
Ridgeline Wealth sold 1 iShares Expanded Tech Sector ETF share in Q3 2026, an estimated $160.
iShares Expanded Tech Sector ETF made up 0.47% of Ridgeline Wealth's portfolio in Q3 2026, its #27 holding.
Ridgeline Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 8 quarters since.
56 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.