4J Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

4J 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 Q2	$627K	Hold	3,834	–	–	0.31%	55
2026 Q1	$454K	Hold	3,834	–	–	0.26%	58
2025 Q4	$495K	Hold	3,834	–	–	0.28%	52
2025 Q3	$483K	Sell	3,834 -480	-11%	-$56.6K	0.28%	54
2025 Q2	$485K	Hold	4,314	–	–	0.33%	52
2025 Q1	$391K	Hold	4,314	–	–	0.31%	54
2024 Q4	$440K	Hold	4,314	–	–	0.36%	49
2024 Q3	$414K	Hold	4,314	–	–	0.32%	54
2024 Q2	$407K	Hold	4,314	–	–	0.34%	49
2024 Q1	$372K	Hold	4,314	–	–	0.32%	57
2023 Q4	$322K	Sell	4,314 -132	-3%	-$9.03K	0.29%	62
2023 Q3	$283K	Sell	4,446 -300	-6%	-$19.8K	0.28%	64
2023 Q2	$311K	Sell	4,746 -348	-7%	-$20.7K	0.3%	65
2023 Q1	$288K	Hold	5,094	–	–	0.31%	62
2022 Q4	$238K	Buy	5,094 +30	+0.6%	+$1.44K	0.28%	68
2022 Q3	$233K	Hold	5,064	–	–	0.3%	62
2022 Q2	$248K	Sell	5,064 -318	-6%	-$17.4K	0.31%	57
2022 Q1	$349K	Hold	5,382	–	–	0.31%	51
2021 Q4	$394K	Hold	5,382	–	–	0.33%	49
2021 Q3	$362K	Hold	5,382	–	–	0.31%	53
2021 Q2	$362K	Sell	5,382 -222	-4%	-$14.1K	0.32%	53
2021 Q1	$337K	Sell	5,604 -180	-3%	-$10.8K	0.31%	56
2020 Q4	$337K	Buy	+5,784	New	+$317K	0.32%	56

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

4J Wealth Management's IGM Position: Q2 2026 in Review

4J Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,834 shares worth $627K. The position accounts for 0.31% of the portfolio, ranked #55.

4J Wealth Management first reported a position in IGM in Q4 2020 and has held it in 23 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

4J Wealth Management held 3,834 shares of iShares Expanded Tech Sector ETF worth $627K as of Q2 2026.
4J Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.31% of 4J Wealth Management's portfolio in Q2 2026, its #55 holding.
4J Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 23 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.