Ashton Thomas Private Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ashton Thomas Private Wealth’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	$2.05M	Buy	12,513 +1,392	+13%	+$209K	0.04%	379
2026 Q1	$1.32M	Buy	11,121 +1	+0%	+$126	0.03%	462
2025 Q4	$1.44M	Buy	11,120 +1	+0%	+$130	0.04%	396
2025 Q3	$1.4M	Sell	11,119 -102	-0.9%	-$12K	0.04%	390
2025 Q2	$1.26M	Sell	11,221 -336	-3%	-$33K	0.04%	359
2025 Q1	$1.05M	Buy	11,557 +7,295	+171%	+$737K	0.04%	366
2024 Q4	$435K	Buy	4,262 +1,228	+40%	+$123K	0.02%	561
2024 Q3	$291K	Buy	3,034 +3	+0.1%	+$277	0.02%	520
2024 Q2	$286K	Buy	3,031 +1	+0%	+$88	0.02%	494
2024 Q1	$261K	Hold	3,030	–	–	0.02%	518
2023 Q4	$226K	Buy	+3,030	New	+$207K	0.01%	542
2022 Q1	–	Sell	-3,000	Closed	-$220K	–	479
2021 Q4	$220K	Hold	3,000	–	–	0.02%	424
2021 Q3	$202K	Hold	3,000	–	–	0.03%	355
2021 Q2	$202K	Buy	+3,000	New	+$191K	0.03%	326

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

Ashton Thomas Private Wealth's IGM Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2026, buying an estimated $209K and bringing the position to 12,513 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #379.

Ashton Thomas Private Wealth first reported a position in IGM in Q2 2021 and has held it in 14 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Ashton Thomas Private Wealth held 12,513 shares of iShares Expanded Tech Sector ETF worth $2.05M as of Q2 2026.
Ashton Thomas Private Wealth bought 1,392 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $209K.
iShares Expanded Tech Sector ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #379 holding.
Ashton Thomas Private Wealth first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and has held it in 14 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.