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

Beacon 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 		$1.41M Sell
8,594
-76
-0.9% -$11.4K 0.13% 151
2026
Q1 		$1.03M Sell
8,670
-13
-0.1% -$1.64K 0.1% 165
2025
Q4 		$1.12M Sell
8,683
-22
-0.3% -$2.85K 0.11% 160
2025
Q3 		$1.1M Sell
8,705
-389
-4% -$45.9K 0.11% 164
2025
Q2 		$1.02M Sell
9,094
-194
-2% -$19.1K 0.11% 163
2025
Q1 		$842K Buy
9,288
+5,638
+154% +$569K 0.09% 174
2024
Q4 		$373K Sell
3,650
-54
-1% -$5.43K 0.04% 252
2024
Q3 		$355K Buy
3,704
+915
+33% +$84.6K 0.04% 259
2024
Q2 		$263K Buy
2,789
+119
+4% +$10.4K 0.03% 287
2024
Q1 		$230K Sell
2,670
-72
-3% -$5.86K 0.03% 300
2023
Q4 		$205K Buy
+2,742
New +$187K 0.03% 301

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Beacon Financial Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.88% in Q2 2026, selling an estimated $11.4K and leaving 8,594 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #151.

Beacon Financial Group first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Beacon Financial Group held 8,594 shares of iShares Expanded Tech Sector ETF worth $1.41M as of Q2 2026.
  • Beacon Financial Group sold 76 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $11.4K.
  • iShares Expanded Tech Sector ETF made up 0.13% of Beacon Financial Group's portfolio in Q2 2026, its #151 holding.
  • Beacon Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.