Ring Mountain Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ring Mountain Capital’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	$413K	Sell	2,445 -75	-3%	-$12K	0.17%	67
2026 Q2	$412K	Hold	2,520	–	–	0.17%	64
2026 Q1	$299K	Hold	2,520	–	–	0.16%	74
2025 Q4	$329K	Hold	2,520	–	–	0.17%	73
2025 Q3	$317K	Hold	2,520	–	–	0.18%	78
2025 Q2	$288K	Buy	2,520 +16	+0.6%	+$1.57K	0.18%	80
2025 Q1	$227K	Hold	2,504	–	–	0.17%	83
2024 Q4	$256K	Buy	+2,504	New	+$252K	0.17%	77

Other funds holding IGM

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ring Mountain Capital's IGM Position: Q3 2026 in Review

Ring Mountain Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3% in Q3 2026, selling an estimated $12K and leaving 2,445 shares worth $413K. The position accounts for 0.17% of the portfolio, ranked #67.

Ring Mountain Capital first reported a position in IGM in Q4 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Ring Mountain Capital held 2,445 shares of iShares Expanded Tech Sector ETF worth $413K as of Q3 2026.
Ring Mountain Capital sold 75 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $12K.
iShares Expanded Tech Sector ETF made up 0.17% of Ring Mountain Capital's portfolio in Q3 2026, its #67 holding.
Ring Mountain Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 8 quarters since.
301 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.