Avantax Planning Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Avantax Planning 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	$621K	Buy	3,793 +27	+0.7%	+$4.04K	0.02%	258
2026 Q1	$446K	Buy	+3,766	New	+$474K	0.01%	293
2018 Q4	–	Sell	-528	Closed	-$18K	–	713
2018 Q3	$18K	Buy	+528	New	+$17.9K	﹤0.01%	729
2018 Q2	–	Sell	-228	Closed	-$7K	–	809
2018 Q1	$7K	Buy	+228	New	+$6.92K	﹤0.01%	1201

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

Avantax Planning Partners's IGM Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.72% in Q2 2026, buying an estimated $4.04K and bringing the position to 3,793 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #258.

Avantax Planning Partners first reported a position in IGM in Q1 2018 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Avantax Planning Partners held 3,793 shares of iShares Expanded Tech Sector ETF worth $621K as of Q2 2026.
Avantax Planning Partners bought 27 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $4.04K.
iShares Expanded Tech Sector ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #258 holding.
Avantax Planning Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2018 and has held it in 4 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.