Copia Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Copia Wealth Management’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	$2.69M	Buy	16,465 +1,016	+7%	+$152K	1.62%	16
2026 Q1	$1.83M	Buy	15,449 +2,658	+21%	+$334K	1.26%	22
2025 Q4	$1.65M	Buy	12,791 +707	+6%	+$91.6K	1.18%	22
2025 Q3	$1.52M	Buy	12,084 +1,032	+9%	+$122K	1.13%	24
2025 Q2	$1.24M	Sell	11,052 -1,082	-9%	-$106K	1.05%	26
2025 Q1	$1.1M	Buy	12,134 +424	+4%	+$42.8K	1.02%	25
2024 Q4	$1.2M	Buy	+11,710	New	+$1.18M	1.14%	26

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

Copia Wealth Management's IGM Position: Q2 2026 in Review

Copia Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.6% in Q2 2026, buying an estimated $152K and bringing the position to 16,465 shares worth $2.69M. The position accounts for 1.62% of the portfolio, ranked #16.

Copia Wealth Management 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.

Copia Wealth Management held 16,465 shares of iShares Expanded Tech Sector ETF worth $2.69M as of Q2 2026.
Copia Wealth Management bought 1,016 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $152K.
iShares Expanded Tech Sector ETF made up 1.62% of Copia Wealth Management's portfolio in Q2 2026, its #16 holding.
Copia Wealth Management 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 Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.