TFC Financial Management
IGM icon

TFC Financial Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TFC Financial 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
Q3 		$475K Hold
2,810
– – 0.05% 86
2026
Q2 		$460K Hold
2,810
– – 0.05% 92
2026
Q1 		$333K Hold
2,810
– – 0.04% 98
2025
Q4 		$363K Sell
2,810
-190
-6% -$24.6K 0.05% 92
2025
Q3 		$378K Hold
3,000
– – 0.05% 88
2025
Q2 		$337K Hold
3,000
– – 0.05% 93
2025
Q1 		$272K Hold
3,000
– – 0.04% 100
2024
Q4 		$306K Sell
3,000
-210
-7% -$21.1K 0.05% 99
2024
Q3 		$308K Hold
3,210
– – 0.05% 103
2024
Q2 		$303K Hold
3,210
– – 0.05% 88
2024
Q1 		$277K Hold
3,210
– – 0.05% 90
2023
Q4 		$240K Hold
3,210
– – 0.05% 99
2023
Q3 		$204K Hold
3,210
– – 0.05% 107
2023
Q2 		$210K Hold
3,210
– – 0.05% 102
2023
Q1 		$182K Hold
3,210
– – 0.05% 113
2022
Q4 		$150K Sell
3,210
-360
-10% -$17.2K 0.04% 117
2022
Q3 		$164K Hold
3,570
– – 0.05% 100
2022
Q2 		$175K Buy
3,570
+2,220
+164% +$122K 0.05% 102
2022
Q1 		$87K Sell
1,350
-2,220
-62% -$143K 0.02% 169
2021
Q4 		$261K Sell
3,570
-780
-18% -$56.1K 0.08% 84
2021
Q3 		$293K Hold
4,350
– – 0.1% 78
2021
Q2 		$293K Sell
4,350
-1,830
-30% -$117K 0.1% 74
2021
Q1 		$372K Sell
6,180
-900
-13% -$53.8K 0.15% 64
2020
Q4 		$413K Sell
7,080
-522
-7% -$28.6K 0.17% 56
2020
Q3 		$392K Buy
+7,602
New +$383K 0.19% 49

Other funds holding IGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

TFC Financial Management's IGM Position: Q3 2026 in Review

TFC Financial Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 2,810 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #86.

TFC Financial Management first reported a position in IGM in Q3 2020 and has held it in 25 quarters since. 482 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • TFC Financial Management held 2,810 shares of iShares Expanded Tech Sector ETF worth $475K as of Q3 2026.
  • TFC Financial Management left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech Sector ETF made up 0.05% of TFC Financial Management's portfolio in Q3 2026, its #86 holding.
  • TFC Financial Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 25 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.