Focus Partners Advisor Solutions’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Focus Partners Advisor Solutions’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	$9.32M	Sell	56,977 -12,286	-18%	-$1.84M	0.08%	120
2026 Q1	$8.21M	Buy	69,263 +60,049	+652%	+$7.55M	0.08%	115
2025 Q4	$1.19M	Buy	9,214 +7,421	+414%	+$961K	0.01%	453
2025 Q3	$226K	Buy	+1,793	New	+$211K	﹤0.01%	1021

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

Focus Partners Advisor Solutions's IGM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Expanded Tech Sector ETF (IGM) stake by 18% in Q2 2026, selling an estimated $1.84M and leaving 56,977 shares worth $9.32M. The position accounts for 0.08% of the portfolio, ranked #120.

Focus Partners Advisor Solutions first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Focus Partners Advisor Solutions held 56,977 shares of iShares Expanded Tech Sector ETF worth $9.32M as of Q2 2026.
Focus Partners Advisor Solutions sold 12,286 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.84M.
iShares Expanded Tech Sector ETF made up 0.08% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #120 holding.
Focus Partners Advisor Solutions first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.