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

Financial Engines 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	$351K	Sell	2,148 -298	-12%	-$44.6K	﹤0.01%	469
2026 Q1	$290K	Hold	2,446	–	–	﹤0.01%	474
2025 Q4	$316K	Sell	2,446 -9	-0.4%	-$1.17K	﹤0.01%	459
2025 Q3	$309K	Sell	2,455 -302	-11%	-$35.6K	﹤0.01%	462
2025 Q2	$310K	Sell	2,757 -30	-1%	-$2.95K	﹤0.01%	441
2025 Q1	$253K	Sell	2,787 -211	-7%	-$21.3K	﹤0.01%	392
2024 Q4	$306K	Buy	2,998 +892	+42%	+$89.7K	﹤0.01%	381
2024 Q3	$202K	Sell	2,106 -324	-13%	-$29.9K	﹤0.01%	368
2024 Q2	$229K	Buy	+2,430	New	+$213K	﹤0.01%	336
2022 Q2	–	Sell	-5,334	Closed	-$345K	–	313
2022 Q1	$345K	Hold	5,334	–	–	﹤0.01%	235
2021 Q4	$390K	Buy	+5,334	New	+$383K	﹤0.01%	180

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

Financial Engines Advisors's IGM Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q2 2026, selling an estimated $44.6K and leaving 2,148 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Financial Engines Advisors first reported a position in IGM in Q4 2021 and has held it in 11 quarters since. The position peaked at $390K in Q4 2021. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Financial Engines Advisors held 2,148 shares of iShares Expanded Tech Sector ETF worth $351K as of Q2 2026.
Financial Engines Advisors sold 298 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $44.6K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #469 holding.
Financial Engines Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 11 quarters since.
Financial Engines Advisors's iShares Expanded Tech Sector ETF position peaked at $390K in Q4 2021.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.