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

Financial Planning Hawaii’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 		$983K Hold
6,012
– – 0.53% 45
2026
Q1 		$712K Hold
6,012
– – 0.42% 59
2025
Q4 		$777K Buy
+6,012
New +$779K 0.45% 57

Other funds holding IGM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Financial Planning Hawaii's IGM Position: Q2 2026 in Review

Financial Planning Hawaii held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 6,012 shares worth $983K. The position accounts for 0.53% of the portfolio, ranked #45.

Financial Planning Hawaii first reported a position in IGM in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Financial Planning Hawaii held 6,012 shares of iShares Expanded Tech Sector ETF worth $983K as of Q2 2026.
  • Financial Planning Hawaii left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.53% of Financial Planning Hawaii's portfolio in Q2 2026, its #45 holding.
  • Financial Planning Hawaii first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.