Y-Intercept (HK)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Y-Intercept (HK)’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	$2.55M	Buy	15,105 +13,192	+690%	+$2.11M	0.06%	503
2026 Q2	$313K	Buy	+1,913	New	+$287K	0.01%	1454
2025 Q2	–	Sell	-2,936	Closed	-$266K	–	1798
2025 Q1	$266K	Buy	+2,936	New	+$297K	0.02%	943

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

Y-Intercept (HK)'s IGM Position: Q3 2026 in Review

Y-Intercept (HK) increased its iShares Expanded Tech Sector ETF (IGM) stake by 690% in Q3 2026, buying an estimated $2.11M and bringing the position to 15,105 shares worth $2.55M. The position accounts for 0.06% of the portfolio, ranked #503.

Y-Intercept (HK) first reported a position in IGM in Q1 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Y-Intercept (HK) held 15,105 shares of iShares Expanded Tech Sector ETF worth $2.55M as of Q3 2026.
Y-Intercept (HK) bought 13,192 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $2.11M.
iShares Expanded Tech Sector ETF made up 0.06% of Y-Intercept (HK)'s portfolio in Q3 2026, its #503 holding.
Y-Intercept (HK) first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.