CFS Investment Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CFS Investment Advisory Services’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	$907K	Sell	5,784 -259	-4%	-$38.8K	0.06%	204
2026 Q1	$837K	Sell	6,043 -1,793	-23%	-$226K	0.06%	209
2025 Q4	$1.01M	Sell	7,836 -241	-3%	-$31.2K	0.07%	181
2025 Q3	$1.06M	Sell	8,077 -1,341	-14%	-$158K	0.08%	176
2025 Q2	$1.06M	Sell	9,418 -1,645	-15%	-$162K	0.09%	166
2025 Q1	$1M	Buy	11,063 +8,174	+283%	+$826K	0.09%	172
2024 Q4	$295K	Sell	2,889 -159	-5%	-$16K	0.03%	259
2024 Q3	$292K	Buy	+3,048	New	+$282K	0.02%	253

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 22.9% 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

CFS Investment Advisory Services's IGM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.3% in Q2 2026, selling an estimated $38.8K and leaving 5,784 shares worth $907K. The position accounts for 0.06% of the portfolio, ranked #204.

CFS Investment Advisory Services first reported a position in IGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

CFS Investment Advisory Services held 5,784 shares of iShares Expanded Tech Sector ETF worth $907K as of Q2 2026.
CFS Investment Advisory Services sold 259 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $38.8K.
iShares Expanded Tech Sector ETF made up 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #204 holding.
CFS Investment Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 8 quarters since.
CFS Investment Advisory Services's iShares Expanded Tech Sector ETF position peaked at $1.06M in Q3 2025.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.