Trilogy Capital
IGM icon

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

Trilogy 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 		– Sell
-8,615
Closed -$1.41M – 417
2026
Q2 		$1.41M Sell
8,615
-40,454
-82% -$6.06M 0.05% 176
2026
Q1 		$5.82M Sell
49,069
-1,013
-2% -$127K 0.26% 63
2025
Q4 		$6.47M Sell
50,082
-48,042
-49% -$6.22M 0.29% 57
2025
Q3 		$12.4M Buy
+98,124
New +$11.6M 0.57% 35

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM
Bailard
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
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Graves Light Lenhart Wealth
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

Trilogy Capital's IGM Position: Q3 2026 in Review

Trilogy Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2026, closing a stake of 8,615 shares — an estimated $1.41M sold.

Trilogy Capital first reported a position in IGM in Q3 2025 and held it in 4 quarters. The position peaked at $12.4M in Q3 2025. 107 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Trilogy Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2026 after selling out during the quarter.
  • Trilogy Capital sold 8,615 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $1.41M.
  • Trilogy Capital first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and held it in 4 quarters.
  • Trilogy Capital's iShares Expanded Tech Sector ETF position peaked at $12.4M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.