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

Financial Insights’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
Q1 		$270K Hold
2,279
– – 0.09% 109
2025
Q4 		$294K Hold
2,279
– – 0.1% 100
2025
Q3 		$287K Buy
+2,279
New +$269K 0.1% 103

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Insights's IGM Position: Q1 2026 in Review

Financial Insights held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2026 at 2,279 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #109.

Financial Insights first reported a position in IGM in Q3 2025 and has held it in 3 quarters since. The position peaked at $294K in Q4 2025. 507 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Financial Insights held 2,279 shares of iShares Expanded Tech Sector ETF worth $270K as of Q1 2026.
  • Financial Insights left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech Sector ETF made up 0.09% of Financial Insights's portfolio in Q1 2026, its #109 holding.
  • Financial Insights first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Insights's iShares Expanded Tech Sector ETF position peaked at $294K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.