WealthBridge Capital Management
IGM icon

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

WealthBridge Capital 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 		$11M Sell
65,256
-910
-1% -$146K 2.14% 10
2026
Q2 		$10.8M Sell
66,166
-1,649
-2% -$247K 2.15% 10
2026
Q1 		$8.04M Buy
67,815
+290
+0.4% +$36.5K 1.85% 13
2025
Q4 		$8.72M Sell
67,525
-1,640
-2% -$212K 1.99% 11
2025
Q3 		$8.71M Sell
69,165
-1,000
-1% -$118K 2.04% 10
2025
Q2 		$7.88M Buy
70,165
+805
+1% +$79.1K 2% 10
2025
Q1 		$6.29M Buy
69,360
+381
+0.6% +$38.5K 1.78% 10
2024
Q4 		$7.04M Buy
68,979
+161
+0.2% +$16.2K 1.96% 11
2024
Q3 		$6.6M Sell
68,818
-114
-0.2% -$10.5K 1.89% 10
2024
Q2 		$6.5M Sell
68,932
-2,461
-3% -$215K 2.14% 9
2024
Q1 		$6.15M Sell
71,393
-415
-0.6% -$33.8K 2.07% 11
2023
Q4 		$5.36M Sell
71,808
-324
-0.4% -$22.2K 2.01% 11
2023
Q3 		$4.59M Buy
72,132
+390
+0.5% +$25.7K 1.9% 12
2023
Q2 		$4.7M Buy
71,742
+288
+0.4% +$17.1K 1.88% 10
2023
Q1 		$4.04M Buy
71,454
+318
+0.4% +$16.6K 1.61% 12
2022
Q4 		$3.32M Buy
71,136
+726
+1% +$34.8K 1.39% 17
2022
Q3 		$3.46M Hold
70,410
– – 1.47% 16
2022
Q2 		$3.46M Sell
70,410
-1,926
-3% -$106K 1.47% 16
2022
Q1 		$4.68M Buy
72,336
+1,470
+2% +$94.6K 1.75% 10
2021
Q4 		$5.18M Sell
70,866
-6,954
-9% -$500K 1.94% 10
2021
Q3 		$5.24M Sell
77,820
-7,128
-8% -$495K 1.95% 11
2021
Q2 		$5.72M Sell
84,948
-618
-0.7% -$39.4K 2.08% 11
2021
Q1 		$5.15M Buy
85,566
+228
+0.3% +$13.6K 2.1% 11
2020
Q4 		$4.98M Buy
85,338
+6,006
+8% +$329K 2.18% 11
2020
Q3 		$4.09M Buy
79,332
+2,514
+3% +$127K 2.1% 12
2020
Q2 		$3.57M Buy
76,818
+12,888
+20% +$542K 2.03% 12
2020
Q1 		$2.26M Buy
63,930
+31,866
+99% +$1.28M 1.57% 17
2019
Q4 		$1.29M Buy
32,064
+480
+2% +$18.3K 0.84% 30
2019
Q3 		$1.14M Sell
31,584
-60
-0.2% -$2.19K 0.82% 30
2019
Q2 		$906K Sell
31,644
-2,190
-6% -$77.4K 0.83% 34
2019
Q1 		$1.2M Buy
33,834
+2,190
+7% +$70.3K 0.76% 27
2018
Q4 		$906K Buy
+31,644
New +$978K 0.69% 34

Other funds holding IGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
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
Gray Foundation
Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WealthBridge Capital Management's IGM Position: Q3 2026 in Review

WealthBridge Capital Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.4% in Q3 2026, selling an estimated $146K and leaving 65,256 shares worth $11M. The position accounts for 2.14% of the portfolio, ranked #10.

WealthBridge Capital Management first reported a position in IGM in Q4 2018 and has held it in 32 quarters since. 463 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • WealthBridge Capital Management held 65,256 shares of iShares Expanded Tech Sector ETF worth $11M as of Q3 2026.
  • WealthBridge Capital Management sold 910 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $146K.
  • iShares Expanded Tech Sector ETF made up 2.14% of WealthBridge Capital Management's portfolio in Q3 2026, its #10 holding.
  • WealthBridge Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 32 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.