Cardiff Park Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cardiff Park 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	$10.9K	Hold	67	–	–	﹤0.01%	344
2026 Q1	$7.9K	Hold	67	–	–	﹤0.01%	360
2025 Q4	$8.61K	Hold	67	–	–	﹤0.01%	339
2025 Q3	$8.39K	Hold	67	–	–	﹤0.01%	367
2025 Q2	$7.49K	Hold	67	–	–	﹤0.01%	341
2025 Q1	$6.04K	Hold	67	–	–	﹤0.01%	340
2024 Q4	$6.8K	Hold	67	–	–	﹤0.01%	330
2024 Q3	$6.39K	Hold	67	–	–	﹤0.01%	331
2024 Q2	$6.28K	Hold	67	–	–	﹤0.01%	324
2024 Q1	$5.74K	Buy	67 +1	+2%	+$81	﹤0.01%	343
2023 Q4	$4.98K	Hold	66	–	–	﹤0.01%	324
2023 Q3	$4.24K	Hold	66	–	–	﹤0.01%	304
2023 Q2	$4.36K	Hold	66	–	–	﹤0.01%	315
2023 Q1	$3.77K	Hold	66	–	–	﹤0.01%	309
2022 Q4	$3.11K	Hold	66	–	–	﹤0.01%	309
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	313
2022 Q2	$3K	Hold	66	–	–	﹤0.01%	314
2022 Q1	$4K	Hold	66	–	–	﹤0.01%	313
2021 Q4	$5K	Buy	+66	New	+$4.74K	﹤0.01%	304

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

Cardiff Park Advisors's IGM Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 67 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Cardiff Park Advisors first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Cardiff Park Advisors held 67 shares of iShares Expanded Tech Sector ETF worth $10.9K as of Q2 2026.
Cardiff Park Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #344 holding.
Cardiff Park Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.