Fairscale Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Fairscale Capital’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	$14.1M	Sell	86,158 -341	-0.4%	-$51.1K	8.42%	2
2026 Q1	$10.3M	Buy	86,499 +1,755	+2%	+$221K	7.09%	3
2025 Q4	$10.9M	Buy	84,744 +59	+0.1%	+$7.64K	7.26%	3
2025 Q3	$10.7M	Sell	84,685 -582	-0.7%	-$68.6K	7.33%	3
2025 Q2	$9.89M	Buy	85,267 +5,482	+7%	+$538K	7.19%	3
2025 Q1	$7.23M	Sell	79,785 -1,894	-2%	-$191K	6.53%	2
2024 Q4	$8.34M	Sell	81,679 -246	-0.3%	-$24.7K	7.18%	2
2024 Q3	$7.86M	Buy	81,925 +3,443	+4%	+$318K	6.89%	2
2024 Q2	$7.65M	Buy	+78,482	New	+$6.87M	6.79%	2

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

Fairscale Capital's IGM Position: Q2 2026 in Review

Fairscale Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.39% in Q2 2026, selling an estimated $51.1K and leaving 86,158 shares worth $14.1M. The position accounts for 8.42% of the portfolio, ranked #2.

Fairscale Capital first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Fairscale Capital held 86,158 shares of iShares Expanded Tech Sector ETF worth $14.1M as of Q2 2026.
Fairscale Capital sold 341 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $51.1K.
iShares Expanded Tech Sector ETF made up 8.42% of Fairscale Capital's portfolio in Q2 2026, its #2 holding.
Fairscale Capital first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.