Arax Advisory Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Arax Advisory Partners’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	$280K	Buy	1,709 +1,038	+155%	+$155K	﹤0.01%	2012
2026 Q1	$79.5K	Sell	671 -499	-43%	-$62.8K	﹤0.01%	1494
2025 Q4	$151K	Buy	+1,170	New	+$152K	﹤0.01%	1152
2025 Q3	–	Sell	-93	Closed	-$85.8K	–	3932
2025 Q2	$85.8K	Sell	93 -20	-18%	-$1.96K	﹤0.01%	1005
2025 Q1	$10.3K	Buy	+113	New	+$11.4K	﹤0.01%	1563

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

Arax Advisory Partners's IGM Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 155% in Q2 2026, buying an estimated $155K and bringing the position to 1,709 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Arax Advisory Partners first reported a position in IGM in Q1 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Arax Advisory Partners held 1,709 shares of iShares Expanded Tech Sector ETF worth $280K as of Q2 2026.
Arax Advisory Partners bought 1,038 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $155K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2012 holding.
Arax Advisory Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.