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Blankinship & Foster’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Blankinship & Foster’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 		$302K Hold
1,847
– – 0.06% 61
2026
Q1 		$219K Hold
1,847
– – 0.05% 72
2025
Q4 		$239K Hold
1,847
– – 0.05% 70
2025
Q3 		$233K Hold
1,847
– – 0.05% 72
2025
Q2 		$207K Buy
+1,847
New +$181K 0.05% 73
2025
Q1 		– Sell
-2,175
Closed -$222K – 72
2024
Q4 		$222K Hold
2,175
– – 0.05% 67
2024
Q3 		$209K Sell
2,175
-671
-24% -$62K 0.05% 70
2024
Q2 		$268K Sell
2,846
-646
-18% -$56.6K 0.07% 55
2024
Q1 		$301K Sell
3,492
-1,290
-27% -$105K 0.08% 49
2023
Q4 		$357K Hold
4,782
– – 0.1% 47
2023
Q3 		$305K Hold
4,782
– – 0.1% 47
2023
Q2 		$313K Sell
4,782
-792
-14% -$47.1K 0.1% 47
2023
Q1 		$315K Hold
5,574
– – 0.14% 45
2022
Q4 		$260K Sell
5,574
-948
-15% -$45.4K 0.11% 52
2022
Q3 		$300K Hold
6,522
– – 0.15% 42
2022
Q2 		$320K Sell
6,522
-438
-6% -$24K 0.15% 40
2022
Q1 		$451K Sell
6,960
-84
-1% -$5.41K 0.18% 37
2021
Q4 		$515K Hold
7,044
– – 0.2% 35
2021
Q3 		$474K Sell
7,044
-2,154
-23% -$150K 0.19% 36
2021
Q2 		$619K Sell
9,198
-162
-2% -$10.3K 0.25% 32
2021
Q1 		$563K Sell
9,360
-510
-5% -$30.5K 0.23% 32
2020
Q4 		$575K Sell
9,870
-810
-8% -$44.4K 0.24% 30
2020
Q3 		$550K Buy
10,680
+300
+3% +$15.1K 0.26% 30
2020
Q2 		$483K Buy
10,380
+516
+5% +$21.7K 0.25% 29
2020
Q1 		$348K Buy
+9,864
New +$395K 0.23% 32

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

Blankinship & Foster's IGM Position: Q2 2026 in Review

Blankinship & Foster held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,847 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #61.

Blankinship & Foster first reported a position in IGM in Q1 2020 and has held it in 25 quarters since. The position peaked at $619K in Q2 2021. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Blankinship & Foster held 1,847 shares of iShares Expanded Tech Sector ETF worth $302K as of Q2 2026.
  • Blankinship & Foster left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.06% of Blankinship & Foster's portfolio in Q2 2026, its #61 holding.
  • Blankinship & Foster first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 25 quarters since.
  • Blankinship & Foster's iShares Expanded Tech Sector ETF position peaked at $619K in Q2 2021.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Blankinship & Foster's 13F filing for Q2 2026, filed 31 Jul 2026.