Shira Ridge Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Shira Ridge Wealth Management’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	$17.4M	Sell	106,089 -5,720	-5%	-$857K	6.05%	4
2026 Q1	$13.3M	Buy	111,809 +21,680	+24%	+$2.73M	5.24%	5
2025 Q4	$11.6M	Sell	90,129 -7,009	-7%	-$908K	4.68%	6
2025 Q3	$12.2M	Buy	97,138 +371	+0.4%	+$43.8K	5.19%	3
2025 Q2	$10.9M	Buy	96,767 +10,086	+12%	+$991K	4.97%	4
2025 Q1	$7.86M	Buy	+86,681	New	+$8.75M	3.92%	7

Other funds holding IGM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Shira Ridge Wealth Management's IGM Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 5.1% in Q2 2026, selling an estimated $857K and leaving 106,089 shares worth $17.4M. The position accounts for 6.05% of the portfolio, ranked #4.

Shira Ridge Wealth Management first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Shira Ridge Wealth Management held 106,089 shares of iShares Expanded Tech Sector ETF worth $17.4M as of Q2 2026.
Shira Ridge Wealth Management sold 5,720 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $857K.
iShares Expanded Tech Sector ETF made up 6.05% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #4 holding.
Shira Ridge Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.