UW
IGM icon

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
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Unique Wealth's IGM Position: Q2 2026 in Review

Unique Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 15% in Q2 2026, selling an estimated $249K and leaving 9,145 shares worth $1.5M. The position accounts for 0.17% of the portfolio, ranked #79.

Unique Wealth first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2025. 216 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Unique Wealth held 9,145 shares of iShares Expanded Tech Sector ETF worth $1.5M as of Q2 2026.
  • Unique Wealth sold 1,662 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $249K.
  • iShares Expanded Tech Sector ETF made up 0.17% of Unique Wealth's portfolio in Q2 2026, its #79 holding.
  • Unique Wealth first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
  • Unique Wealth's iShares Expanded Tech Sector ETF position peaked at $1.66M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.