Embree Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Embree Financial Group’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	$1.21M	Buy	7,396 +2	+0%	+$300	0.12%	109
2026 Q1	$876K	Buy	7,394 +2	+0%	+$252	0.1%	120
2025 Q4	$955K	Buy	7,392 +3	+0%	+$389	0.12%	109
2025 Q3	$931K	Buy	7,389 +2	+0%	+$236	0.12%	106
2025 Q2	$830K	Buy	7,387 +3	+0%	+$295	0.12%	105
2025 Q1	$669K	Buy	7,384 +3	+0%	+$303	0.11%	114
2024 Q4	$754K	Buy	7,381 +3	+0%	+$302	0.13%	101
2024 Q3	$708K	Buy	7,378 +6	+0.1%	+$554	0.13%	99
2024 Q2	$695K	Buy	7,372 +2	+0%	+$175	0.13%	95
2024 Q1	$635K	Buy	7,370 +2	+0%	+$163	0.12%	101
2023 Q4	$550K	Buy	+7,368	New	+$504K	0.12%	105

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

Embree Financial Group's IGM Position: Q2 2026 in Review

Embree Financial Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.03% in Q2 2026, buying an estimated $300 and bringing the position to 7,396 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #109.

Embree Financial Group first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Embree Financial Group held 7,396 shares of iShares Expanded Tech Sector ETF worth $1.21M as of Q2 2026.
Embree Financial Group bought 2 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $300.
iShares Expanded Tech Sector ETF made up 0.12% of Embree Financial Group's portfolio in Q2 2026, its #109 holding.
Embree Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.