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

EverSource 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	$82.9K	Sell	507 -254	-33%	-$38K	﹤0.01%	1478
2026 Q1	$90.2K	Buy	761 +200	+36%	+$25.2K	﹤0.01%	1497
2025 Q4	$72.5K	Buy	561 +54	+11%	+$6.99K	﹤0.01%	1487
2025 Q3	$63.9K	Sell	507 -54	-10%	-$6.37K	﹤0.01%	1533
2025 Q2	$63K	Sell	561 -22	-4%	-$2.16K	﹤0.01%	1477
2025 Q1	$52.9K	Sell	583 -32	-5%	-$3.23K	﹤0.01%	1213
2024 Q4	$62.8K	Sell	615 -1	-0.2%	-$101	﹤0.01%	1087
2024 Q3	$59.1K	Buy	616 +188	+44%	+$17.4K	﹤0.01%	998
2024 Q2	$39.3K	Hold	428	–	–	﹤0.01%	1203
2024 Q1	$35K	Sell	428 -334	-44%	-$27.2K	﹤0.01%	1125
2023 Q4	$56.9K	Hold	762	–	–	0.01%	848
2023 Q3	$48.5K	Sell	762 -12	-2%	-$791	0.01%	820
2023 Q2	$50.7K	Hold	774	–	–	0.01%	831
2023 Q1	$43.8K	Buy	774 +12	+2%	+$626	0.01%	832
2022 Q4	$35.6K	Buy	+762	New	+$36.5K	0.01%	888

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

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

EverSource Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 33% in Q2 2026, selling an estimated $38K and leaving 507 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

EverSource Wealth Advisors first reported a position in IGM in Q4 2022 and has held it in 15 quarters since. The position peaked at $90.2K in Q1 2026. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

EverSource Wealth Advisors held 507 shares of iShares Expanded Tech Sector ETF worth $82.9K as of Q2 2026.
EverSource Wealth Advisors sold 254 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $38K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1478 holding.
EverSource Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $90.2K in Q1 2026.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.