Comprehensive Financial Planning’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Comprehensive Financial Planning’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	$2.43M	Sell	14,830 -281	-2%	-$42.1K	1.29%	22
2026 Q1	$1.79M	Buy	15,111 +575	+4%	+$72.3K	1.24%	23
2025 Q4	$1.88M	Buy	14,536 +3,126	+27%	+$405K	1.24%	26
2025 Q3	$1.44M	Buy	11,410 +1,320	+13%	+$156K	0.98%	30
2025 Q2	$1.13M	Sell	10,090 -102	-1%	-$10K	0.89%	29
2025 Q1	$924K	Buy	10,192 +1,831	+22%	+$185K	0.9%	28
2024 Q4	$854K	Buy	+8,361	New	+$840K	0.72%	32

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

Comprehensive Financial Planning's IGM Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.9% in Q2 2026, selling an estimated $42.1K and leaving 14,830 shares worth $2.43M. The position accounts for 1.29% of the portfolio, ranked #22.

Comprehensive Financial Planning first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Comprehensive Financial Planning held 14,830 shares of iShares Expanded Tech Sector ETF worth $2.43M as of Q2 2026.
Comprehensive Financial Planning sold 281 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $42.1K.
iShares Expanded Tech Sector ETF made up 1.29% of Comprehensive Financial Planning's portfolio in Q2 2026, its #22 holding.
Comprehensive Financial Planning first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.