FSAG
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Financial Solutions Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Financial Solutions Advisory Group’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 		$616K Hold
3,822
– – 0.08% 96
2026
Q1 		$453K Buy
+3,822
New +$481K 0.06% 114

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IIA
Integrity Investment Advisors Fort Collins, Colorado $230M AUM 23.39% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Financial Solutions Advisory Group's IGM Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,822 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #96.

Financial Solutions Advisory Group first reported a position in IGM in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Financial Solutions Advisory Group held 3,822 shares of iShares Expanded Tech Sector ETF worth $616K as of Q2 2026.
  • Financial Solutions Advisory Group left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.08% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #96 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.