Financial Freedom LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Financial Freedom LLC’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	$4.56M	Buy	27,847 +178	+0.6%	+$26.7K	2.09%	13
2026 Q1	$3.28M	Buy	27,669 +777	+3%	+$97.8K	1.63%	17
2025 Q4	$3.47M	Buy	26,892 +961	+4%	+$124K	1.72%	15
2025 Q3	$3.27M	Buy	25,931 +3,167	+14%	+$374K	1.63%	15
2025 Q2	$2.56M	Buy	22,764 +2,283	+11%	+$224K	1.38%	19
2025 Q1	$1.86M	Buy	+20,481	New	+$2.07M	1.07%	25

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 Freedom LLC's IGM Position: Q2 2026 in Review

Financial Freedom LLC increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.64% in Q2 2026, buying an estimated $26.7K and bringing the position to 27,847 shares worth $4.56M. The position accounts for 2.09% of the portfolio, ranked #13.

Financial Freedom LLC first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Financial Freedom LLC held 27,847 shares of iShares Expanded Tech Sector ETF worth $4.56M as of Q2 2026.
Financial Freedom LLC bought 178 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $26.7K.
iShares Expanded Tech Sector ETF made up 2.09% of Financial Freedom LLC's portfolio in Q2 2026, its #13 holding.
Financial Freedom LLC first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.