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

Dakota 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	–	Sell	-3,000	Closed	-$356K	–	818
2026 Q1	$356K	Hold	3,000	–	–	0.01%	615
2025 Q4	$387K	Hold	3,000	–	–	0.01%	604
2025 Q3	$378K	Hold	3,000	–	–	0.01%	520
2025 Q2	$337K	Hold	3,000	–	–	0.01%	587
2025 Q1	$272K	Hold	3,000	–	–	0.01%	640
2024 Q4	$306K	Hold	3,000	–	–	0.01%	604
2024 Q3	$288K	Hold	3,000	–	–	0.01%	602
2024 Q2	$283K	Hold	3,000	–	–	0.01%	595
2024 Q1	$259K	Hold	3,000	–	–	0.01%	617
2023 Q4	$224K	Buy	+3,000	New	+$205K	0.01%	583
2023 Q3	–	Sell	-3,330	Closed	-$218K	–	677
2023 Q2	$218K	Buy	+3,330	New	+$198K	0.01%	567
2022 Q2	–	Sell	-3,330	Closed	-$216K	–	530
2022 Q1	$216K	Buy	3,330 +330	+11%	+$21.2K	0.02%	403
2021 Q4	$220K	Hold	3,000	–	–	0.02%	345
2021 Q3	$202K	Hold	3,000	–	–	0.02%	325
2021 Q2	$202K	Buy	+3,000	New	+$191K	0.02%	312

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

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

Dakota Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 3,000 shares — an estimated $356K sold.

Dakota Wealth Management first reported a position in IGM in Q2 2021 and held it in 15 quarters. The position peaked at $387K in Q4 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Dakota Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
Dakota Wealth Management sold 3,000 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $356K.
Dakota Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and held it in 15 quarters.
Dakota Wealth Management's iShares Expanded Tech Sector ETF position peaked at $387K in Q4 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.