Cypress Wealth Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cypress Wealth Services’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	$1.53M	Hold	9,364	–	–	0.19%	93
2026 Q1	$1.11M	Sell	9,364 -652	-7%	-$82K	0.16%	106
2025 Q4	$1.29M	Buy	10,016 +2,448	+32%	+$317K	0.18%	94
2025 Q3	$953K	Sell	7,568 -535	-7%	-$63.1K	0.16%	110
2025 Q2	$910K	Sell	8,103 -210	-3%	-$20.6K	0.16%	109
2025 Q1	$754K	Buy	8,313 +561	+7%	+$56.7K	0.15%	110
2024 Q4	$791K	Sell	7,752 -7	-0.1%	-$704	0.16%	100
2024 Q3	$744K	Buy	7,759 +216	+3%	+$20K	0.15%	109
2024 Q2	$711K	Buy	7,543 +9	+0.1%	+$788	0.16%	104
2024 Q1	$649K	Sell	7,534 -2	-0%	-$163	0.15%	112
2023 Q4	$563K	Buy	7,536 +144	+2%	+$9.85K	0.14%	127
2023 Q3	$471K	Sell	7,392 -738	-9%	-$48.7K	0.13%	141
2023 Q2	$554K	Sell	8,130 -72	-0.9%	-$4.28K	0.15%	126
2023 Q1	$464K	Buy	8,202 +432	+6%	+$22.5K	0.14%	134
2022 Q4	$363K	Buy	+7,770	New	+$372K	0.12%	158

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

Cypress Wealth Services's IGM Position: Q2 2026 in Review

Cypress Wealth Services held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 9,364 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #93.

Cypress Wealth Services first reported a position in IGM in Q4 2022 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Cypress Wealth Services held 9,364 shares of iShares Expanded Tech Sector ETF worth $1.53M as of Q2 2026.
Cypress Wealth Services left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.19% of Cypress Wealth Services's portfolio in Q2 2026, its #93 holding.
Cypress Wealth Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 15 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.