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

Diversify 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	$2.02M	Buy	+13,335	New	+$2M	0.03%	409
2026 Q1	–	Sell	-13,461	Closed	-$1.76M	–	522
2025 Q4	$1.76M	Sell	13,461 -471	-3%	-$61K	0.06%	249
2025 Q3	$1.87M	Buy	13,932 +624	+5%	+$73.6K	0.06%	217
2025 Q2	$1.58M	Buy	13,308 +224	+2%	+$22K	0.06%	225
2025 Q1	$1.21M	Sell	13,084 -1,978	-13%	-$200K	0.08%	186
2024 Q4	$1.53M	Buy	+15,062	New	+$1.51M	0.08%	168

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

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

Diversify Advisory Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 13,335 shares worth $2.02M. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IGM as recently as Q4 2025.

Diversify Advisory Services first reported a position in IGM in Q4 2024 and has held it in 6 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Diversify Advisory Services held 13,335 shares of iShares Expanded Tech Sector ETF worth $2.02M as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #409 holding.
Diversify Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 6 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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