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

Clearstead 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	$2.35M	Sell	14,336 -10,139	-41%	-$1.52M	0.02%	355
2026 Q1	$2.9M	Buy	24,475 +19,334	+376%	+$2.43M	0.03%	304
2025 Q4	$664K	Sell	5,141 -550	-10%	-$71.2K	0.01%	580
2025 Q3	$717K	Sell	5,691 -99	-2%	-$11.7K	0.01%	533
2025 Q2	$650K	Sell	5,790 -148	-2%	-$14.5K	0.01%	538
2025 Q1	$538K	Sell	5,938 -84	-1%	-$8.48K	0.01%	555
2024 Q4	$615K	Buy	6,022 +1,350	+29%	+$136K	0.01%	521
2024 Q3	$448K	Sell	4,672 -1,550	-25%	-$143K	0.01%	598
2024 Q2	$587K	Buy	+6,222	New	+$545K	0.01%	506

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

Clearstead Advisors's IGM Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 41% in Q2 2026, selling an estimated $1.52M and leaving 14,336 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #355.

Clearstead Advisors first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.9M in Q1 2026. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Clearstead Advisors held 14,336 shares of iShares Expanded Tech Sector ETF worth $2.35M as of Q2 2026.
Clearstead Advisors sold 10,139 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.52M.
iShares Expanded Tech Sector ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #355 holding.
Clearstead Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's iShares Expanded Tech Sector ETF position peaked at $2.9M in Q1 2026.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.