Creative Capital Management Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Creative Capital Management Investments’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	$2.28M	Buy	13,917 +13,665	+5,423%	+$2.05M	0.53%	12
2026 Q1	$29.9K	Hold	252	–	–	0.01%	153
2025 Q4	$32.5K	Hold	252	–	–	0.01%	140
2025 Q3	$31.7K	Hold	252	–	–	0.01%	140
2025 Q2	$28.3K	Buy	+252	New	+$24.8K	0.01%	153

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

Creative Capital Management Investments's IGM Position: Q2 2026 in Review

Creative Capital Management Investments increased its iShares Expanded Tech Sector ETF (IGM) stake by 5,423% in Q2 2026, buying an estimated $2.05M and bringing the position to 13,917 shares worth $2.28M. The position accounts for 0.53% of the portfolio, ranked #12.

Creative Capital Management Investments first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Creative Capital Management Investments held 13,917 shares of iShares Expanded Tech Sector ETF worth $2.28M as of Q2 2026.
Creative Capital Management Investments bought 13,665 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.05M.
iShares Expanded Tech Sector ETF made up 0.53% of Creative Capital Management Investments's portfolio in Q2 2026, its #12 holding.
Creative Capital Management Investments first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.