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Seven Bridges Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Seven Bridges Advisors’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 		$25.9M Buy
153,465
+31,823
+26% +$5.1M 11.72% 3
2026
Q2 		$19.9M Buy
+121,642
New +$18.2M 9.59% 4

Other funds holding IGM

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Seven Bridges Advisors's IGM Position: Q3 2026 in Review

Seven Bridges Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 26% in Q3 2026, buying an estimated $5.1M and bringing the position to 153,465 shares worth $25.9M. The position accounts for 11.72% of the portfolio, ranked #3.

Seven Bridges Advisors first reported a position in IGM in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Seven Bridges Advisors held 153,465 shares of iShares Expanded Tech Sector ETF worth $25.9M as of Q3 2026.
  • Seven Bridges Advisors bought 31,823 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $5.1M.
  • iShares Expanded Tech Sector ETF made up 11.72% of Seven Bridges Advisors's portfolio in Q3 2026, its #3 holding.
  • Seven Bridges Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Seven Bridges Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.