Dynamic Wealth Strategies’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Dynamic Wealth Strategies’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 Q1	$12.1M	Buy	101,716 +2,607	+3%	+$328K	6.97%	3
2025 Q4	$12.8M	Buy	99,109 +4,277	+5%	+$554K	7.62%	2
2025 Q3	$11.9M	Buy	94,832 +704	+0.7%	+$83K	7.98%	1
2025 Q2	$10.6M	Buy	94,128 +26,825	+40%	+$2.63M	7.62%	3
2025 Q1	$6.1M	Buy	67,303 +1,491	+2%	+$151K	5.07%	5
2024 Q4	$6.72M	Buy	65,812 +416	+0.6%	+$41.8K	5.98%	6
2024 Q3	$6.27M	Sell	65,396 -526	-0.8%	-$48.6K	5.12%	7
2024 Q2	$6.22M	Sell	65,922 -3,416	-5%	-$299K	5.34%	7
2024 Q1	$5.98M	Sell	69,338 -934	-1%	-$76.1K	5.11%	7
2023 Q4	$5.25M	Buy	+70,272	New	+$4.8M	4.83%	8

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Dynamic Wealth Strategies's IGM Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its iShares Expanded Tech Sector ETF (IGM) stake by 2.6% in Q1 2026, buying an estimated $328K and bringing the position to 101,716 shares worth $12.1M. The position accounts for 6.97% of the portfolio, ranked #3.

Dynamic Wealth Strategies first reported a position in IGM in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.8M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Dynamic Wealth Strategies held 101,716 shares of iShares Expanded Tech Sector ETF worth $12.1M as of Q1 2026.
Dynamic Wealth Strategies bought 2,607 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $328K.
iShares Expanded Tech Sector ETF made up 6.97% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #3 holding.
Dynamic Wealth Strategies first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares Expanded Tech Sector ETF position peaked at $12.8M in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.