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

Unique Wealth’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	$1.55M	Sell	9,143 -2	-0%	-$321	0.18%	78
2026 Q2	$1.5M	Sell	9,145 -1,662	-15%	-$249K	0.17%	79
2026 Q1	$1.28M	Sell	10,807 -2,036	-16%	-$256K	0.18%	73
2025 Q4	$1.66M	Buy	12,843 +355	+3%	+$46K	0.23%	71
2025 Q3	$1.57M	Hold	12,488	–	–	0.23%	73
2025 Q2	$1.4M	Buy	12,488 +2,182	+21%	+$214K	0.23%	76
2025 Q1	$934K	Buy	+10,306	New	+$1.04M	0.18%	79

Other funds holding IGM

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

Unique Wealth's IGM Position: Q3 2026 in Review

Unique Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q3 2026, selling an estimated $321 and leaving 9,143 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #78.

Unique Wealth first reported a position in IGM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2025. 206 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Unique Wealth held 9,143 shares of iShares Expanded Tech Sector ETF worth $1.55M as of Q3 2026.
Unique Wealth sold 2 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $321.
iShares Expanded Tech Sector ETF made up 0.18% of Unique Wealth's portfolio in Q3 2026, its #78 holding.
Unique Wealth first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 7 quarters since.
Unique Wealth's iShares Expanded Tech Sector ETF position peaked at $1.66M in Q4 2025.
206 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.