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

Concord Wealth Partners’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	$74.6K	Buy	+456	New	+$68.3K	0.01%	316
2026 Q1	–	Sell	-493	Closed	-$63.7K	–	473
2025 Q4	$63.7K	Hold	493	–	–	0.01%	302
2025 Q3	$62.1K	Hold	493	–	–	0.01%	309
2025 Q2	$55.3K	Buy	493 +1	+0.2%	+$98	0.01%	332
2025 Q1	$44.6K	Sell	492 -50	-9%	-$5.05K	0.01%	333
2024 Q4	$55.4K	Sell	542 -5	-0.9%	-$503	0.01%	314
2024 Q3	$52.5K	Hold	547	–	–	0.01%	329
2024 Q2	$51.5K	Buy	547 +51	+10%	+$4.47K	0.01%	308
2024 Q1	$42.8K	Sell	496 -2	-0.4%	-$163	0.01%	375
2023 Q4	$37.1K	Buy	498 +6	+1%	+$410	0.01%	396
2023 Q3	$31.5K	Buy	492 +42	+9%	+$2.77K	0.01%	439
2023 Q2	$29.6K	Hold	450	–	–	0.01%	444
2023 Q1	$25.6K	Buy	450 +90	+25%	+$4.69K	0.01%	450
2022 Q4	$16.9K	Buy	+360	New	+$17.3K	0.01%	556
2022 Q3	–	Sell	-270	Closed	-$13K	–	607
2022 Q2	$13K	Buy	270 +90	+50%	+$4.94K	﹤0.01%	634
2022 Q1	$12K	Hold	180	–	–	﹤0.01%	736
2021 Q4	$13K	Buy	+180	New	+$12.9K	﹤0.01%	735

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

Concord Wealth Partners's IGM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 456 shares worth $74.6K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IGM as recently as Q4 2025.

Concord Wealth Partners first reported a position in IGM in Q4 2021 and has held it in 17 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Concord Wealth Partners held 456 shares of iShares Expanded Tech Sector ETF worth $74.6K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #316 holding.
Concord Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 17 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.