Atomi Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Atomi Financial Group’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	$994K	Sell	6,078 -71	-1%	-$10.6K	0.03%	475
2026 Q1	$729K	Buy	6,149 +1,144	+23%	+$144K	0.02%	548
2025 Q4	$646K	Hold	5,005	–	–	0.02%	581
2025 Q3	$630K	Buy	5,005 +567	+13%	+$66.9K	0.02%	551
2025 Q2	$499K	Buy	4,438 +693	+19%	+$68.1K	0.02%	598
2025 Q1	$340K	Buy	3,745 +221	+6%	+$22.3K	0.02%	704
2024 Q4	$360K	Buy	3,524 +454	+15%	+$45.6K	0.02%	633
2024 Q3	$295K	Sell	3,070 -6,208	-67%	-$574K	0.02%	670
2024 Q2	$875K	Buy	+9,278	New	+$812K	0.06%	242

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

Atomi Financial Group's IGM Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.2% in Q2 2026, selling an estimated $10.6K and leaving 6,078 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #475.

Atomi Financial Group first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Atomi Financial Group held 6,078 shares of iShares Expanded Tech Sector ETF worth $994K as of Q2 2026.
Atomi Financial Group sold 71 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $10.6K.
iShares Expanded Tech Sector ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #475 holding.
Atomi Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.