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 Q2	$16.6M	Sell	101,456 -260	-0.3%	-$38.9K	8.84%	2
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 $1.55T 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

Dynamic Wealth Strategies's IGM Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.26% in Q2 2026, selling an estimated $38.9K and leaving 101,456 shares worth $16.6M. The position accounts for 8.84% of the portfolio, ranked #2.

Dynamic Wealth Strategies first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Dynamic Wealth Strategies held 101,456 shares of iShares Expanded Tech Sector ETF worth $16.6M as of Q2 2026.
Dynamic Wealth Strategies sold 260 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $38.9K.
iShares Expanded Tech Sector ETF made up 8.84% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #2 holding.
Dynamic Wealth Strategies first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.