Csenge Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Csenge Advisory Group’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	$267K	Buy	+1,631	New	+$244K	0.01%	644
2026 Q1	–	Sell	-1,590	Closed	-$205K	–	780
2025 Q4	$205K	Sell	1,590 -919	-37%	-$119K	0.01%	684
2025 Q3	$316K	Buy	+2,509	New	+$296K	0.02%	538
2022 Q2	–	Sell	-4,032	Closed	-$261K	–	622
2022 Q1	$261K	Buy	+4,032	New	+$260K	0.02%	532

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

Csenge Advisory Group's IGM Position: Q2 2026 in Review

Csenge Advisory Group opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,631 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in IGM as recently as Q4 2025.

Csenge Advisory Group first reported a position in IGM in Q1 2022 and has held it in 4 quarters since. The position peaked at $316K in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Csenge Advisory Group held 1,631 shares of iShares Expanded Tech Sector ETF worth $267K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Csenge Advisory Group position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #644 holding.
Csenge Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 4 quarters since.
Csenge Advisory Group's iShares Expanded Tech Sector ETF position peaked at $316K in Q3 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.