Aptus Capital Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Aptus Capital Advisors’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	$146K	Buy	893 +582	+187%	+$87.2K	﹤0.01%	1185
2026 Q1	$36.9K	Hold	311	–	–	﹤0.01%	1308
2025 Q4	$40.2K	Buy	311 +167	+116%	+$21.6K	﹤0.01%	1321
2025 Q3	$18.1K	Hold	144	–	–	﹤0.01%	1362
2025 Q2	$16.2K	Hold	144	–	–	﹤0.01%	1318
2025 Q1	$13.1K	Sell	144 -116	-45%	-$11.7K	﹤0.01%	1258
2024 Q4	$26.5K	Buy	+260	New	+$26.1K	﹤0.01%	1176

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

Aptus Capital Advisors's IGM Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 187% in Q2 2026, buying an estimated $87.2K and bringing the position to 893 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Aptus Capital Advisors first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Aptus Capital Advisors held 893 shares of iShares Expanded Tech Sector ETF worth $146K as of Q2 2026.
Aptus Capital Advisors bought 582 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $87.2K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1185 holding.
Aptus Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.