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Advisornet Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Advisornet Financial’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 		$85.4K Hold
522
– – ﹤0.01% 934
2026
Q1 		$61.9K Hold
522
– – ﹤0.01% 975
2025
Q4 		$67.4K Sell
522
-78
-13% -$10.1K ﹤0.01% 958
2025
Q3 		$75.6K Hold
600
– – ﹤0.01% 887
2025
Q2 		$67.4K Buy
600
+78
+15% +$7.66K ﹤0.01% 891
2025
Q1 		$47.3K Sell
522
-16
-3% -$1.62K ﹤0.01% 956
2024
Q4 		$54.9K Buy
538
+478
+797% +$48K ﹤0.01% 856
2024
Q3 		$5.76K Hold
60
– – ﹤0.01% 1553
2024
Q2 		$5.66K Hold
60
– – ﹤0.01% 1441
2024
Q1 		$5.17K Hold
60
– – ﹤0.01% 1432
2023
Q4 		$4.48K Hold
60
– – ﹤0.01% 1508
2023
Q3 		$3.82K Hold
60
– – ﹤0.01% 1483
2023
Q2 		$3.93K Hold
60
– – ﹤0.01% 1556
2023
Q1 		$3.39K Hold
60
– – ﹤0.01% 1575
2022
Q4 		$2.8K Hold
60
– – ﹤0.01% 1593
2022
Q3 		$3K Hold
60
– – ﹤0.01% 1607
2022
Q2 		$3K Sell
60
-1,728
-97% -$94.8K ﹤0.01% 1615
2022
Q1 		$116K Buy
1,788
+126
+8% +$8.11K 0.01% 699
2021
Q4 		$122K Buy
1,662
+90
+6% +$6.47K 0.01% 728
2021
Q3 		$106K Hold
1,572
– – 0.01% 766
2021
Q2 		$106K Hold
1,572
– – 0.01% 767
2021
Q1 		$95K Hold
1,572
– – 0.01% 764
2020
Q4 		$92K Hold
1,572
– – 0.01% 718
2020
Q3 		$81K Sell
1,572
-18
-1% -$908 0.01% 732
2020
Q2 		$74K Buy
1,590
+18
+1% +$756 0.01% 758
2020
Q1 		$55K Hold
1,572
– – 0.01% 765
2019
Q4 		$63K Buy
1,572
+1,512
+2,520% +$57.6K 0.01% 817
2019
Q3 		$2K Buy
+60
New +$2.19K ﹤0.01% 1690

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisornet Financial's IGM Position: Q2 2026 in Review

Advisornet Financial held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 522 shares worth $85.4K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Advisornet Financial first reported a position in IGM in Q3 2019 and has held it in 28 quarters since. The position peaked at $122K in Q4 2021. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Advisornet Financial held 522 shares of iShares Expanded Tech Sector ETF worth $85.4K as of Q2 2026.
  • Advisornet Financial left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #934 holding.
  • Advisornet Financial first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and has held it in 28 quarters since.
  • Advisornet Financial's iShares Expanded Tech Sector ETF position peaked at $122K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.