CFG
IGM icon

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

Certior Financial Group’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 		$212K Buy
+1,299
New +$195K 0.12% 133
2026
Q1 		– Sell
-1,722
Closed -$222K – 134
2025
Q4 		$222K Buy
1,722
+18
+1% +$2.33K 0.15% 121
2025
Q3 		$215K Buy
+1,704
New +$201K 0.14% 128

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Certior Financial Group's IGM Position: Q2 2026 in Review

Certior Financial Group opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,299 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #133 among its holdings. This is a return to the name: Certior Financial Group previously reported a position in IGM as recently as Q4 2025.

Certior Financial Group first reported a position in IGM in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 216 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Certior Financial Group held 1,299 shares of iShares Expanded Tech Sector ETF worth $212K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Certior Financial Group position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.12% of Certior Financial Group's portfolio in Q2 2026, its #133 holding.
  • Certior Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • Certior Financial Group's iShares Expanded Tech Sector ETF position peaked at $222K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.