5T Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

5T 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	$665K	Sell	4,064 -164	-4%	-$24.6K	0.25%	85
2026 Q1	$501K	Buy	4,228 +79	+2%	+$9.94K	0.2%	89
2025 Q4	$536K	Buy	4,149 +274	+7%	+$35.5K	0.21%	87
2025 Q3	$488K	Buy	3,875 +364	+10%	+$42.9K	0.21%	84
2025 Q2	$394K	Buy	+3,511	New	+$345K	0.19%	89

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

5T Wealth's IGM Position: Q2 2026 in Review

5T Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.9% in Q2 2026, selling an estimated $24.6K and leaving 4,064 shares worth $665K. The position accounts for 0.25% of the portfolio, ranked #85.

5T Wealth first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

5T Wealth held 4,064 shares of iShares Expanded Tech Sector ETF worth $665K as of Q2 2026.
5T Wealth sold 164 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $24.6K.
iShares Expanded Tech Sector ETF made up 0.25% of 5T Wealth's portfolio in Q2 2026, its #85 holding.
5T Wealth first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.