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

Fiducient 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	$2.33M	Hold	14,264	–	–	0.33%	51
2026 Q1	$1.69M	Hold	14,264	–	–	0.22%	58
2025 Q4	$1.84M	Sell	14,264 -816	-5%	-$106K	0.23%	62
2025 Q3	$1.9M	Hold	15,080	–	–	0.22%	55
2025 Q2	$1.69M	Hold	15,080	–	–	0.21%	58
2025 Q1	$1.37M	Hold	15,080	–	–	0.17%	66
2024 Q4	$1.54M	Hold	15,080	–	–	0.19%	47
2024 Q3	$1.45M	Sell	15,080 -1,000	-6%	-$92.4K	0.17%	52
2024 Q2	$1.52M	Buy	+16,080	New	+$1.41M	0.21%	40
2023 Q1	–	Sell	-16,080	Closed	-$750K	–	103
2022 Q4	$750K	Buy	+16,080	New	+$771K	0.22%	60

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

Fiducient Advisors's IGM Position: Q2 2026 in Review

Fiducient Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 14,264 shares worth $2.33M. The position accounts for 0.33% of the portfolio, ranked #51.

Fiducient Advisors first reported a position in IGM in Q4 2022 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Fiducient Advisors held 14,264 shares of iShares Expanded Tech Sector ETF worth $2.33M as of Q2 2026.
Fiducient Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.33% of Fiducient Advisors's portfolio in Q2 2026, its #51 holding.
Fiducient Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 10 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.