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

BlueChip Wealth Advisors’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	$244K	Buy	+1,492	New	+$223K	0.09%	154
2026 Q1	–	Sell	-2,392	Closed	-$309K	–	156
2025 Q4	$309K	Hold	2,392	–	–	0.13%	118
2025 Q3	$301K	Hold	2,392	–	–	0.13%	115
2025 Q2	$269K	Hold	2,392	–	–	0.12%	140
2025 Q1	$217K	Hold	2,392	–	–	0.11%	143
2024 Q4	$244K	Hold	2,392	–	–	0.14%	120
2024 Q3	$229K	Hold	2,392	–	–	0.12%	140
2024 Q2	$226K	Hold	2,392	–	–	0.13%	130
2024 Q1	$206K	Buy	+2,392	New	+$195K	0.13%	119

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

BlueChip Wealth Advisors's IGM Position: Q2 2026 in Review

BlueChip Wealth Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,492 shares worth $244K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: BlueChip Wealth Advisors previously reported a position in IGM as recently as Q4 2025.

BlueChip Wealth Advisors first reported a position in IGM in Q1 2024 and has held it in 9 quarters since. The position peaked at $309K in Q4 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

BlueChip Wealth Advisors held 1,492 shares of iShares Expanded Tech Sector ETF worth $244K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new BlueChip Wealth Advisors position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.09% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #154 holding.
BlueChip Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 9 quarters since.
BlueChip Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $309K in Q4 2025.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.