Elevation Wealth Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Elevation Wealth Partners’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	$174K	Hold	1,062	–	–	0.05%	148
2026 Q1	$126K	Hold	1,062	–	–	0.05%	154
2025 Q4	$137K	Sell	1,062 -472	-31%	-$61.1K	0.05%	143
2025 Q3	$193K	Hold	1,534	–	–	0.07%	117
2025 Q2	$172K	Sell	1,534 -14	-0.9%	-$1.38K	0.07%	121
2025 Q1	$140K	Hold	1,548	–	–	0.06%	133
2024 Q4	$158K	Hold	1,548	–	–	0.07%	127
2024 Q3	$149K	Hold	1,548	–	–	0.06%	135
2024 Q2	$146K	Hold	1,548	–	–	0.07%	133
2024 Q1	$133K	Sell	1,548 -1,242	-45%	-$101K	0.07%	134
2023 Q4	$178K	Hold	2,790	–	–	0.11%	113
2023 Q3	$178K	Hold	2,790	–	–	0.15%	69
2023 Q2	$183K	Hold	2,790	–	–	0.15%	67
2023 Q1	$158K	Buy	+2,790	New	+$146K	0.14%	70

Other funds holding IGM

SEIA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SRWM

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Elevation Wealth Partners's IGM Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,062 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #148.

Elevation Wealth Partners first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. The position peaked at $193K in Q3 2025. 208 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Elevation Wealth Partners held 1,062 shares of iShares Expanded Tech Sector ETF worth $174K as of Q2 2026.
Elevation Wealth Partners left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #148 holding.
Elevation Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $193K in Q3 2025.
208 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.