Etesian Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Etesian Wealth Advisors’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	$325K	Sell	1,988 -2,037	-51%	-$305K	0.1%	111
2026 Q1	$477K	Hold	4,025	–	–	0.15%	93
2025 Q4	$520K	Hold	4,025	–	–	0.16%	93
2025 Q3	$507K	Sell	4,025 -1,347	-25%	-$159K	0.17%	95
2025 Q2	$603K	Buy	5,372 +147	+3%	+$14.4K	0.23%	84
2025 Q1	$474K	Buy	5,225 +952	+22%	+$96.1K	0.2%	96
2024 Q4	$436K	Buy	+4,273	New	+$429K	0.19%	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

Etesian Wealth Advisors's IGM Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 51% in Q2 2026, selling an estimated $305K and leaving 1,988 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #111.

Etesian Wealth Advisors first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $603K in Q2 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Etesian Wealth Advisors held 1,988 shares of iShares Expanded Tech Sector ETF worth $325K as of Q2 2026.
Etesian Wealth Advisors sold 2,037 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $305K.
iShares Expanded Tech Sector ETF made up 0.1% of Etesian Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Etesian Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
Etesian Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $603K in Q2 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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