Family Office Research’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Family Office Research’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	$729K	Buy	4,459 +1	+0%	+$150	0.27%	38
2026 Q1	$528K	Sell	4,458 -1,341	-23%	-$169K	0.23%	43
2025 Q4	$758K	Sell	5,799 -581	-9%	-$75.3K	0.31%	32
2025 Q3	$804K	Hold	6,380	–	–	0.35%	33
2025 Q2	$717K	Buy	6,380 +426	+7%	+$41.8K	0.34%	32
2025 Q1	$540K	Sell	5,954 -83	-1%	-$8.38K	0.26%	38
2024 Q4	$616K	Buy	+6,037	New	+$607K	0.27%	38

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 22.9% 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

Family Office Research's IGM Position: Q2 2026 in Review

Family Office Research increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q2 2026, buying an estimated $150 and bringing the position to 4,459 shares worth $729K. The position accounts for 0.27% of the portfolio, ranked #38.

Family Office Research first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $804K in Q3 2025. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Family Office Research held 4,459 shares of iShares Expanded Tech Sector ETF worth $729K as of Q2 2026.
Family Office Research bought 1 iShares Expanded Tech Sector ETF share in Q2 2026, an estimated $150.
iShares Expanded Tech Sector ETF made up 0.27% of Family Office Research's portfolio in Q2 2026, its #38 holding.
Family Office Research first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
Family Office Research's iShares Expanded Tech Sector ETF position peaked at $804K in Q3 2025.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.