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

Cahill 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	$421K	Buy	2,576 +28	+1%	+$4.19K	0.04%	203
2026 Q1	$302K	Buy	2,548 +1	+0%	+$126	0.03%	238
2025 Q4	$329K	Buy	2,547 +1	+0%	+$130	0.04%	228
2025 Q3	$321K	Sell	2,546 -709	-22%	-$83.6K	0.04%	226
2025 Q2	$366K	Buy	+3,255	New	+$320K	0.05%	204
2021 Q4	–	Sell	-24	Closed	-$2K	–	477
2021 Q3	$2K	Buy	+24	New	+$1.67K	﹤0.01%	785

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

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

Cahill Financial Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q2 2026, buying an estimated $4.19K and bringing the position to 2,576 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #203.

Cahill Financial Advisors first reported a position in IGM in Q3 2021 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Cahill Financial Advisors held 2,576 shares of iShares Expanded Tech Sector ETF worth $421K as of Q2 2026.
Cahill Financial Advisors bought 28 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $4.19K.
iShares Expanded Tech Sector ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #203 holding.
Cahill Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.