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

Eagle 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 		$286K Hold
1,747
– – 0.03% 239
2026
Q1 		$207K Hold
1,747
– – 0.02% 253
2025
Q4 		$226K Hold
1,747
– – 0.03% 238
2025
Q3 		$220K Buy
+1,747
New +$206K 0.03% 230

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eagle Strategies's IGM Position: Q2 2026 in Review

Eagle Strategies held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,747 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #239.

Eagle Strategies first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Eagle Strategies held 1,747 shares of iShares Expanded Tech Sector ETF worth $286K as of Q2 2026.
  • Eagle Strategies left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #239 holding.
  • Eagle Strategies first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.