Dynamic Advisor Solutions’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Dynamic Advisor Solutions’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	$717K	Buy	+4,382	New	+$656K	0.02%	572

Other funds holding IGM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

Dynamic Advisor Solutions's IGM Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 4,382 shares worth $717K. The stake represents 0.02% of the portfolio and ranks #572 among its holdings.

79 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Dynamic Advisor Solutions held 4,382 shares of iShares Expanded Tech Sector ETF worth $717K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Dynamic Advisor Solutions position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #572 holding.
79 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.