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

Avion 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	$50K	Hold	310	–	–	0.01%	249
2026 Q1	$36K	Hold	310	–	–	0.01%	246
2025 Q4	$40K	Hold	310	–	–	0.01%	231
2025 Q3	$39K	Buy	310 +100	+48%	+$11.8K	0.01%	243
2025 Q2	$23K	Hold	210	–	–	0.01%	293
2025 Q1	$21K	Hold	210	–	–	0.01%	282
2024 Q4	$21K	Hold	210	–	–	0.01%	282
2024 Q3	$20K	Hold	210	–	–	0.01%	258
2024 Q2	$19K	Hold	210	–	–	0.01%	236
2024 Q1	$19K	Hold	210	–	–	0.01%	228
2023 Q4	$16K	Buy	+210	New	+$14.4K	﹤0.01%	230

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

Avion Wealth's IGM Position: Q2 2026 in Review

Avion Wealth held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 310 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #249.

Avion Wealth first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Avion Wealth held 310 shares of iShares Expanded Tech Sector ETF worth $50K as of Q2 2026.
Avion Wealth left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #249 holding.
Avion Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.