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

Aries 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	$409K	Hold	2,500	–	–	0.08%	170
2026 Q1	$296K	Hold	2,500	–	–	0.07%	191
2025 Q4	$323K	Hold	2,500	–	–	0.07%	184
2025 Q3	$315K	Hold	2,500	–	–	0.07%	181
2025 Q2	$281K	Hold	2,500	–	–	0.07%	186
2025 Q1	$227K	Sell	2,500 -1,910	-43%	-$193K	0.06%	207
2024 Q4	$450K	Hold	4,410	–	–	0.12%	144
2024 Q3	$423K	Hold	4,410	–	–	0.12%	151
2024 Q2	$416K	Hold	4,410	–	–	0.13%	134
2024 Q1	$380K	Hold	4,410	–	–	0.12%	142
2023 Q4	$329K	Hold	4,410	–	–	0.12%	145
2023 Q3	$291K	Hold	4,410	–	–	0.11%	155
2023 Q2	$289K	Hold	4,410	–	–	0.11%	153
2023 Q1	$249K	Hold	4,410	–	–	0.1%	163
2022 Q4	$206K	Hold	4,410	–	–	0.09%	178
2022 Q3	$212K	Hold	4,410	–	–	0.09%	171
2022 Q2	$216K	Buy	+4,410	New	+$242K	0.1%	163
2022 Q1	–	Sell	-4,410	Closed	-$323K	–	139
2021 Q4	$323K	Hold	4,410	–	–	0.12%	140
2021 Q3	$297K	Hold	4,410	–	–	0.13%	143
2021 Q2	$297K	Hold	4,410	–	–	0.13%	137
2021 Q1	$281K	Hold	4,410	–	–	0.13%	140
2020 Q4	$259K	Hold	4,410	–	–	0.13%	140
2020 Q3	$227K	Hold	4,410	–	–	0.13%	130
2020 Q2	$205K	Buy	+4,410	New	+$185K	0.13%	134

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

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

Aries Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,500 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #170.

Aries Wealth Management first reported a position in IGM in Q2 2020 and has held it in 24 quarters since. The position peaked at $450K in Q4 2024. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Aries Wealth Management held 2,500 shares of iShares Expanded Tech Sector ETF worth $409K as of Q2 2026.
Aries Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.08% of Aries Wealth Management's portfolio in Q2 2026, its #170 holding.
Aries Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 24 quarters since.
Aries Wealth Management's iShares Expanded Tech Sector ETF position peaked at $450K in Q4 2024.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.