Daybright Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Daybright Advisory 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	$255K	Buy	+1,664	New	+$249K	0.06%	130
2026 Q1	–	Sell	-2,048	Closed	-$264K	–	135
2025 Q4	$264K	Buy	+2,048	New	+$265K	0.07%	115

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

Daybright Advisory Services's IGM Position: Q2 2026 in Review

Daybright Advisory Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,664 shares worth $255K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Daybright Advisory Services previously reported a position in IGM as recently as Q4 2025.

Daybright Advisory Services first reported a position in IGM in Q4 2025 and has held it in 2 quarters since. The position peaked at $264K in Q4 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Daybright Advisory Services held 1,664 shares of iShares Expanded Tech Sector ETF worth $255K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Daybright Advisory Services position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.06% of Daybright Advisory Services's portfolio in Q2 2026, its #130 holding.
Daybright Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 2 quarters since.
Daybright Advisory Services's iShares Expanded Tech Sector ETF position peaked at $264K in Q4 2025.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.