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

Clarity Wealth Advisors’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 		$2.39M Sell
14,587
-2,113
-13% -$317K 0.42% 38
2026
Q1 		$1.98M Sell
16,700
-1,709
-9% -$215K 0.41% 38
2025
Q4 		$2.38M Sell
18,409
-1,725
-9% -$223K 0.49% 37
2025
Q3 		$2.54M Sell
20,134
-1,826
-8% -$215K 0.56% 34
2025
Q2 		$2.47M Sell
21,960
-639
-3% -$62.8K 0.61% 34
2025
Q1 		$2.05M Sell
22,599
-790
-3% -$79.8K 0.57% 34
2024
Q4 		$2.39M Sell
23,389
-951
-4% -$95.6K 0.65% 33
2024
Q3 		$2.34M Sell
24,340
-573
-2% -$53K 0.68% 33
2024
Q2 		$2.35M Sell
24,913
-2,253
-8% -$197K 0.76% 33
2024
Q1 		$2.34M Sell
27,166
-146
-0.5% -$11.9K 0.79% 33
2023
Q4 		$2.04M Sell
27,312
-1,038
-4% -$71K 0.77% 34
2023
Q3 		$1.81M Sell
28,350
-174
-0.6% -$11.5K 0.82% 30
2023
Q2 		$1.87M Sell
28,524
-384
-1% -$22.8K 0.84% 29
2023
Q1 		$1.63M Sell
28,908
-1,188
-4% -$62K 0.83% 28
2022
Q4 		$1.4M Sell
30,096
-486
-2% -$23.3K 0.81% 26
2022
Q3 		$1.41M Sell
30,582
-2,694
-8% -$142K 0.85% 29
2022
Q2 		$1.63M Buy
33,276
+1,446
+5% +$79.3K 0.93% 26
2022
Q1 		$2.06M Sell
31,830
-2,232
-7% -$144K 0.98% 26
2021
Q4 		$2.49M Sell
34,062
-2,382
-7% -$171K 1.16% 26
2021
Q3 		$2.45M Sell
36,444
-672
-2% -$46.7K 1.21% 26
2021
Q2 		$2.5M Sell
37,116
-1,014
-3% -$64.6K 1.3% 24
2021
Q1 		$2.29M Sell
38,130
-2,148
-5% -$128K 1.31% 25
2020
Q4 		$2.35M Sell
40,278
-1,368
-3% -$74.9K 1.42% 20
2020
Q3 		$2.15M Sell
41,646
-2,568
-6% -$130K 1.54% 20
2020
Q2 		$2.06M Sell
44,214
-2,076
-4% -$87.2K 1.62% 19
2020
Q1 		$1.63M Sell
46,290
-600
-1% -$24K 1.7% 20
2019
Q4 		$1.89M Buy
+46,890
New +$1.79M 1.59% 21

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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Clarity Wealth Advisors's IGM Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2026, selling an estimated $317K and leaving 14,587 shares worth $2.39M. The position accounts for 0.42% of the portfolio, ranked #38.

Clarity Wealth Advisors first reported a position in IGM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.54M in Q3 2025. 256 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Clarity Wealth Advisors held 14,587 shares of iShares Expanded Tech Sector ETF worth $2.39M as of Q2 2026.
  • Clarity Wealth Advisors sold 2,113 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $317K.
  • iShares Expanded Tech Sector ETF made up 0.42% of Clarity Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Clarity Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 27 quarters since.
  • Clarity Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $2.54M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.