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

Apollon 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 		$16.4M Sell
100,478
-488
-0.5% -$73.1K 0.2% 96
2026
Q1 		$12M Sell
100,966
-766
-0.8% -$96.4K 0.19% 105
2025
Q4 		$13.1M Sell
101,732
-583
-0.6% -$75.5K 0.23% 93
2025
Q3 		$12.9M Sell
102,315
-352
-0.3% -$41.5K 0.23% 89
2025
Q2 		$11.5M Buy
102,667
+142
+0.1% +$13.9K 0.23% 88
2025
Q1 		$9.3M Sell
102,525
-842
-0.8% -$85K 0.2% 96
2024
Q4 		$10.6M Buy
103,367
+100,944
+4,166% +$10.1M 0.24% 77
2024
Q3 		$232K Hold
2,423
– – 0.01% 1011
2024
Q2 		$228K Hold
2,423
– – 0.01% 966
2024
Q1 		$209K Buy
+2,423
New +$197K 0.01% 1021
2022
Q1 		– Sell
-2,922
Closed -$214K – 790
2021
Q4 		$214K Sell
2,922
-324
-10% -$23.3K 0.02% 688
2021
Q3 		$219K Buy
+3,246
New +$226K 0.03% 418
2021
Q1 		– Sell
-198,792
Closed -$11.6M – 352
2020
Q4 		$11.6M Buy
+198,792
New +$10.9M 3.14% 6
2020
Q3 		– Sell
-1,200
Closed -$56K – 392
2020
Q2 		$56K Buy
+1,200
New +$50.4K 0.03% 231

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

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

Apollon Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.48% in Q2 2026, selling an estimated $73.1K and leaving 100,478 shares worth $16.4M. The position accounts for 0.2% of the portfolio, ranked #96.

Apollon Wealth Management first reported a position in IGM in Q2 2020 and has held it in 14 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Apollon Wealth Management held 100,478 shares of iShares Expanded Tech Sector ETF worth $16.4M as of Q2 2026.
  • Apollon Wealth Management sold 488 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $73.1K.
  • iShares Expanded Tech Sector ETF made up 0.2% of Apollon Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Apollon Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 14 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.