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

TSA 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 Q3	$926K	Hold	5,478	–	–	0.26%	53
2026 Q2	$896K	Sell	5,478 -169	-3%	-$25.3K	0.25%	54
2026 Q1	$669K	Sell	5,647 -173	-3%	-$21.8K	0.22%	53
2025 Q4	$752K	Sell	5,820 -33	-0.6%	-$4.27K	0.25%	53
2025 Q3	$737K	Sell	5,853 -194	-3%	-$22.9K	0.25%	49
2025 Q2	$679K	Sell	6,047 -676	-10%	-$66.4K	0.25%	46
2025 Q1	$610K	Buy	6,723 +3,498	+108%	+$353K	0.24%	45
2024 Q4	$329K	Sell	3,225 -24	-0.7%	-$2.41K	0.13%	50
2024 Q3	$312K	Buy	3,249 +618	+23%	+$57.1K	0.13%	51
2024 Q2	$248K	Buy	2,631 +140	+6%	+$12.3K	0.11%	57
2024 Q1	$215K	Buy	+2,491	New	+$203K	0.09%	55

Other funds holding IGM

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

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

Seven Bridges Advisors New York $221M AUM

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return

TSA Wealth Management's IGM Position: Q3 2026 in Review

TSA Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 5,478 shares worth $926K. The position accounts for 0.26% of the portfolio, ranked #53.

TSA Wealth Management first reported a position in IGM in Q1 2024 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

TSA Wealth Management held 5,478 shares of iShares Expanded Tech Sector ETF worth $926K as of Q3 2026.
TSA Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
iShares Expanded Tech Sector ETF made up 0.26% of TSA Wealth Management's portfolio in Q3 2026, its #53 holding.
TSA Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 11 quarters since.
132 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.