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

Centaurus Financial’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 Q1	$538K	Buy	4,541 +26	+0.6%	+$3.27K	0.03%	509
2025 Q4	$583K	Buy	4,515 +425	+10%	+$55K	0.03%	489
2025 Q3	$515K	Buy	4,090 +209	+5%	+$24.6K	0.02%	518
2025 Q2	$436K	Buy	3,881 +531	+16%	+$52.2K	0.03%	510
2025 Q1	$304K	Buy	3,350 +301	+10%	+$30.4K	0.02%	575
2024 Q4	$311K	Buy	3,049 +1,539	+102%	+$155K	0.02%	556
2024 Q3	$145K	Buy	+1,510	New	+$140K	0.01%	729
2021 Q1	–	Sell	-19,020	Closed	-$1.11M	–	850
2020 Q4	$1.11M	Buy	+19,020	New	+$1.04M	0.12%	213
2018 Q3	–	Sell	-9,504	Closed	-$306K	–	1246
2018 Q2	$306K	Sell	9,504 -122,364	-93%	-$3.86M	0.04%	413
2018 Q1	$3.94M	Sell	131,868 -2,520	-2%	-$76.5K	0.93%	27
2017 Q4	$3.78M	Buy	+134,388	New	+$3.71M	0.98%	24

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Centaurus Financial's IGM Position: Q1 2026 in Review

Centaurus Financial increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.58% in Q1 2026, buying an estimated $3.27K and bringing the position to 4,541 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #509.

Centaurus Financial first reported a position in IGM in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.94M in Q1 2018. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Centaurus Financial held 4,541 shares of iShares Expanded Tech Sector ETF worth $538K as of Q1 2026.
Centaurus Financial bought 26 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $3.27K.
iShares Expanded Tech Sector ETF made up 0.03% of Centaurus Financial's portfolio in Q1 2026, its #509 holding.
Centaurus Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and has held it in 11 quarters since.
Centaurus Financial's iShares Expanded Tech Sector ETF position peaked at $3.94M in Q1 2018.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.