Channel Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Channel Wealth’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	$549K	Sell	3,359 -21	-0.6%	-$3.15K	0.12%	103
2026 Q1	$401K	Sell	3,380 -37	-1%	-$4.66K	0.1%	116
2025 Q4	$441K	Sell	3,417 -222	-6%	-$28.8K	0.11%	105
2025 Q3	$458K	Buy	3,639 +164	+5%	+$19.3K	0.12%	97
2025 Q2	$390K	Hold	3,475	–	–	0.11%	112
2025 Q1	$315K	Hold	3,475	–	–	0.1%	130
2024 Q4	$355K	Hold	3,475	–	–	0.12%	117
2024 Q3	$333K	Buy	3,475 +73	+2%	+$6.75K	0.11%	122
2024 Q2	$321K	Hold	3,402	–	–	0.12%	122
2024 Q1	$293K	Hold	3,402	–	–	0.12%	136
2023 Q4	$254K	Buy	3,402 +144	+4%	+$9.85K	0.12%	142
2023 Q3	$208K	Hold	3,258	–	–	0.12%	159
2023 Q2	$213K	Buy	+3,258	New	+$194K	0.12%	167

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

Channel Wealth's IGM Position: Q2 2026 in Review

Channel Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.62% in Q2 2026, selling an estimated $3.15K and leaving 3,359 shares worth $549K. The position accounts for 0.12% of the portfolio, ranked #103.

Channel Wealth first reported a position in IGM in Q2 2023 and has held it in 13 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Channel Wealth held 3,359 shares of iShares Expanded Tech Sector ETF worth $549K as of Q2 2026.
Channel Wealth sold 21 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.15K.
iShares Expanded Tech Sector ETF made up 0.12% of Channel Wealth's portfolio in Q2 2026, its #103 holding.
Channel Wealth first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 13 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.