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

Concurrent Investment 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	$9.73M	Buy	59,498 +9,335	+19%	+$1.4M	0.08%	261
2026 Q1	$5.94M	Buy	50,163 +6,054	+14%	+$762K	0.06%	321
2025 Q4	$5.7M	Buy	44,109 +5,230	+13%	+$677K	0.06%	299
2025 Q3	$4.9M	Buy	38,879 +33,920	+684%	+$4M	0.08%	245
2025 Q2	$557K	Sell	4,959 -563	-10%	-$55.3K	0.01%	813
2025 Q1	$501K	Sell	5,522 -436	-7%	-$44K	0.01%	753
2024 Q4	$608K	Buy	5,958 +1,982	+50%	+$199K	0.02%	623
2024 Q3	$381K	Sell	3,976 -486	-11%	-$44.9K	0.01%	697
2024 Q2	$421K	Buy	4,462 +1,014	+29%	+$88.8K	0.01%	643
2024 Q1	$297K	Buy	3,448 +184	+6%	+$15K	0.01%	678
2023 Q4	$244K	Buy	+3,264	New	+$223K	0.01%	716

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

Concurrent Investment Advisors's IGM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 19% in Q2 2026, buying an estimated $1.4M and bringing the position to 59,498 shares worth $9.73M. The position accounts for 0.08% of the portfolio, ranked #261.

Concurrent Investment Advisors first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Concurrent Investment Advisors held 59,498 shares of iShares Expanded Tech Sector ETF worth $9.73M as of Q2 2026.
Concurrent Investment Advisors bought 9,335 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.4M.
iShares Expanded Tech Sector ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #261 holding.
Concurrent Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.