Bragg Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bragg Financial 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	–	Sell	-2,044	Closed	-$242K	–	369
2026 Q1	$242K	Hold	2,044	–	–	0.01%	344
2025 Q4	$264K	Hold	2,044	–	–	0.01%	327
2025 Q3	$257K	Hold	2,044	–	–	0.01%	322
2025 Q2	$230K	Buy	+2,044	New	+$201K	0.01%	333
2025 Q1	–	Sell	-2,044	Closed	-$209K	–	336
2024 Q4	$209K	Buy	+2,044	New	+$205K	0.01%	322

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

Bragg Financial Advisors's IGM Position: Q2 2026 in Review

Bragg Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 2,044 shares — an estimated $242K sold.

Bragg Financial Advisors first reported a position in IGM in Q4 2024 and held it in 5 quarters. The position peaked at $264K in Q4 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Bragg Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
Bragg Financial Advisors sold 2,044 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $242K.
Bragg Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and held it in 5 quarters.
Bragg Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $264K in Q4 2025.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.