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Avestar Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Avestar Capital’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 		$1.52M Sell
9,292
-179
-2% -$26.8K 0.08% 168
2026
Q1 		$1.12M Sell
9,471
-260
-3% -$32.7K 0.07% 203
2025
Q4 		$1.26M Sell
9,731
-124
-1% -$16.1K 0.08% 185
2025
Q3 		$1.24M Sell
9,855
-2,006
-17% -$237K 0.08% 186
2025
Q2 		$1.33M Sell
11,861
-490
-4% -$48.1K 0.09% 163
2025
Q1 		$1.12M Sell
12,351
-2,868
-19% -$290K 0.1% 176
2024
Q4 		$1.55M Sell
15,219
-949
-6% -$95.4K 0.13% 124
2024
Q3 		$1.55M Sell
16,168
-82,787
-84% -$7.65M 0.16% 108
2024
Q2 		$9.33M Sell
98,955
-3,484
-3% -$305K 0.96% 20
2024
Q1 		$8.83M Sell
102,439
-55,139
-35% -$4.49M 0.93% 24
2023
Q4 		$11.8M Sell
157,578
-28,140
-15% -$1.92M 1.33% 17
2023
Q3 		$11.8M Sell
185,718
-33,510
-15% -$2.21M 1.68% 12
2023
Q2 		$14.4M Buy
+219,228
New +$13M 2.3% 11

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Avestar Capital's IGM Position: Q2 2026 in Review

Avestar Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.9% in Q2 2026, selling an estimated $26.8K and leaving 9,292 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #168.

Avestar Capital first reported a position in IGM in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.4M in Q2 2023. 256 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Avestar Capital held 9,292 shares of iShares Expanded Tech Sector ETF worth $1.52M as of Q2 2026.
  • Avestar Capital sold 179 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $26.8K.
  • iShares Expanded Tech Sector ETF made up 0.08% of Avestar Capital's portfolio in Q2 2026, its #168 holding.
  • Avestar Capital first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 13 quarters since.
  • Avestar Capital's iShares Expanded Tech Sector ETF position peaked at $14.4M in Q2 2023.
  • 256 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.