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 Q2	$776K	Buy	4,743 +202	+4%	+$30.3K	0.03%	468
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 $1.55T 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

Centaurus Financial's IGM Position: Q2 2026 in Review

Centaurus Financial increased its iShares Expanded Tech Sector ETF (IGM) stake by 4.4% in Q2 2026, buying an estimated $30.3K and bringing the position to 4,743 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #468.

Centaurus Financial first reported a position in IGM in Q4 2017 and has held it in 12 quarters since. The position peaked at $3.94M in Q1 2018. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Centaurus Financial held 4,743 shares of iShares Expanded Tech Sector ETF worth $776K as of Q2 2026.
Centaurus Financial bought 202 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $30.3K.
iShares Expanded Tech Sector ETF made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #468 holding.
Centaurus Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and has held it in 12 quarters since.
Centaurus Financial's iShares Expanded Tech Sector ETF position peaked at $3.94M in Q1 2018.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.