Arkadios Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Arkadios Wealth 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	$1.57M	Sell	9,569 -416	-4%	-$62.3K	0.02%	638
2026 Q1	$1.18M	Buy	9,985 +2,137	+27%	+$269K	0.02%	708
2025 Q4	$1.01M	Buy	7,848 +870	+12%	+$113K	0.02%	695
2025 Q3	$879K	Sell	6,978 -98	-1%	-$11.6K	0.02%	691
2025 Q2	$795K	Buy	7,076 +95	+1%	+$9.33K	0.02%	663
2025 Q1	$633K	Buy	6,981 +397	+6%	+$40.1K	0.02%	621
2024 Q4	$672K	Buy	6,584 +579	+10%	+$58.2K	0.04%	438
2024 Q3	$576K	Buy	6,005 +59	+1%	+$5.45K	0.03%	496
2024 Q2	$561K	Buy	+5,946	New	+$521K	0.04%	438
2021 Q4	–	Sell	-2,286	Closed	-$153K	–	1143
2021 Q3	$153K	Hold	2,286	–	–	0.02%	576
2021 Q2	$153K	Hold	2,286	–	–	0.02%	604
2021 Q1	$137K	Hold	2,286	–	–	0.02%	476
2020 Q4	$133K	Buy	+2,286	New	+$125K	0.03%	387

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

Arkadios Wealth Advisors's IGM Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.2% in Q2 2026, selling an estimated $62.3K and leaving 9,569 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #638.

Arkadios Wealth Advisors first reported a position in IGM in Q4 2020 and has held it in 13 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Arkadios Wealth Advisors held 9,569 shares of iShares Expanded Tech Sector ETF worth $1.57M as of Q2 2026.
Arkadios Wealth Advisors sold 416 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $62.3K.
iShares Expanded Tech Sector ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #638 holding.
Arkadios Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 13 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.