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

Accurate 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	$1.78M	Buy	11,034 +2,367	+27%	+$355K	0.17%	138
2026 Q1	$1.11M	Buy	8,667 +1,673	+24%	+$210K	0.13%	171
2025 Q4	$917K	Buy	6,994 +1,997	+40%	+$259K	0.12%	189
2025 Q3	$631K	Buy	4,997 +1,221	+32%	+$144K	0.08%	250
2025 Q2	$427K	Buy	+3,776	New	+$371K	0.07%	288

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

Accurate Wealth Management's IGM Position: Q2 2026 in Review

Accurate Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 27% in Q2 2026, buying an estimated $355K and bringing the position to 11,034 shares worth $1.78M. The position accounts for 0.17% of the portfolio, ranked #138.

Accurate Wealth Management first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Accurate Wealth Management held 11,034 shares of iShares Expanded Tech Sector ETF worth $1.78M as of Q2 2026.
Accurate Wealth Management bought 2,367 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $355K.
iShares Expanded Tech Sector ETF made up 0.17% of Accurate Wealth Management's portfolio in Q2 2026, its #138 holding.
Accurate Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.