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

Avior Wealth Management’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	$5.55M	Buy	+33,917	New	+$5.08M	0.15%	135
2025 Q1	–	Sell	-742	Closed	-$75.8K	–	1500
2024 Q4	$75.8K	Buy	742 +1	+0.1%	+$101	﹤0.01%	988
2024 Q3	$71.2K	Hold	741	–	–	﹤0.01%	998
2024 Q2	$69.9K	Buy	741 +1	+0.1%	+$88	﹤0.01%	982
2024 Q1	$63.8K	Buy	740 +2	+0.3%	+$163	﹤0.01%	1144
2023 Q4	$55.3K	Hold	738	–	–	﹤0.01%	714
2023 Q3	$47K	Hold	738	–	–	﹤0.01%	772
2023 Q2	$48.3K	Buy	+738	New	+$43.9K	﹤0.01%	767

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 22.9% 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

Avior Wealth Management's IGM Position: Q2 2026 in Review

Avior Wealth Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 33,917 shares worth $5.55M. The stake represents 0.15% of the portfolio and ranks #135 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in IGM as recently as Q4 2024.

Avior Wealth Management first reported a position in IGM in Q2 2023 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Avior Wealth Management held 33,917 shares of iShares Expanded Tech Sector ETF worth $5.55M as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Avior Wealth Management position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #135 holding.
Avior Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.