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Dunhill Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Dunhill Financial’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 		$15.4K Hold
93
– – ﹤0.01% 509
2026
Q1 		$11.1K Sell
93
-1
-1% -$126 ﹤0.01% 524
2025
Q4 		$12.1K Hold
94
– – ﹤0.01% 471
2025
Q3 		$11.8K Buy
94
+1
+1% +$118 ﹤0.01% 444
2025
Q2 		$10.6K Sell
93
-1
-1% -$98 ﹤0.01% 433
2025
Q1 		$8.52K Hold
94
– – ﹤0.01% 449
2024
Q4 		$9.6K Hold
94
– – ﹤0.01% 394
2024
Q3 		$9.02K Hold
94
– – ﹤0.01% 409
2024
Q2 		$8.86K Hold
94
– – 0.01% 319
2024
Q1 		$8.1K Sell
94
-2
-2% -$163 0.01% 266
2023
Q4 		$7.02K Buy
+96
New +$6.56K 0.01% 249

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dunhill Financial's IGM Position: Q2 2026 in Review

Dunhill Financial held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 93 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Dunhill Financial first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Dunhill Financial held 93 shares of iShares Expanded Tech Sector ETF worth $15.4K as of Q2 2026.
  • Dunhill Financial left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #509 holding.
  • Dunhill Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.