Creative Financial Designs’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Creative Financial Designs’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	$1.68M	Buy	10,282 +9,355	+1,009%	+$1.4M	0.08%	211
2026 Q1	$110K	Hold	927	–	–	0.01%	658
2025 Q4	$120K	Sell	927 -69	-7%	-$8.94K	0.01%	617
2025 Q3	$126K	Hold	996	–	–	0.01%	581
2025 Q2	$112K	Sell	996 -250	-20%	-$24.6K	0.01%	639
2025 Q1	$113K	Buy	1,246 +88	+8%	+$8.89K	0.01%	579
2024 Q4	$118K	Sell	1,158 -82	-7%	-$8.24K	0.01%	562
2024 Q3	$119K	Buy	1,240 +585	+89%	+$54.1K	0.01%	560
2024 Q2	$61.8K	Buy	+655	New	+$57.4K	0.01%	703
2021 Q3	–	Sell	-10,164	Closed	-$684K	–	1423
2021 Q2	$684K	Buy	10,164 +258	+3%	+$16.4K	0.12%	145
2021 Q1	$596K	Buy	9,906 +504	+5%	+$30.1K	0.12%	147
2020 Q4	$548K	Sell	9,402 -150	-2%	-$8.21K	0.12%	137
2020 Q3	$492K	Buy	9,552 +4,980	+109%	+$251K	0.12%	141
2020 Q2	$213K	Buy	+4,572	New	+$192K	0.06%	199
2020 Q1	–	Sell	-1,716	Closed	-$71K	–	533
2019 Q4	$71K	Buy	1,716 +30	+2%	+$1.14K	0.03%	219
2019 Q3	$59K	Buy	+1,686	New	+$61.7K	0.03%	222

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 Financial Designs's IGM Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Expanded Tech Sector ETF (IGM) stake by 1,009% in Q2 2026, buying an estimated $1.4M and bringing the position to 10,282 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #211.

Creative Financial Designs first reported a position in IGM in Q3 2019 and has held it in 16 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Creative Financial Designs held 10,282 shares of iShares Expanded Tech Sector ETF worth $1.68M as of Q2 2026.
Creative Financial Designs bought 9,355 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.4M.
iShares Expanded Tech Sector ETF made up 0.08% of Creative Financial Designs's portfolio in Q2 2026, its #211 holding.
Creative Financial Designs first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and has held it in 16 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.