Focus Partners Wealth
IGM icon

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

Focus Partners Wealth’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 		$18.4M Sell
145,779
-13,813
-9% -$1.74M 0.02% 516
2025
Q4 		$20.6M Buy
159,592
+82,102
+106% +$10.6M 0.02% 476
2025
Q3 		$9.76M Buy
77,490
+26,720
+53% +$3.15M 0.02% 564
2025
Q2 		$5.7M Buy
50,770
+44,326
+688% +$4.35M 0.01% 643
2025
Q1 		$584K Sell
6,444
-51
-0.8% -$5.15K ﹤0.01% 1280
2024
Q4 		$663K Buy
6,495
+850
+15% +$85.4K ﹤0.01% 1210
2024
Q3 		$542K Buy
+5,645
New +$522K ﹤0.01% 1127

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Focus Partners Wealth's IGM Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 8.7% in Q1 2026, selling an estimated $1.74M and leaving 145,779 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #516.

Focus Partners Wealth first reported a position in IGM in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.6M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Focus Partners Wealth held 145,779 shares of iShares Expanded Tech Sector ETF worth $18.4M as of Q1 2026.
  • Focus Partners Wealth sold 13,813 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $1.74M.
  • iShares Expanded Tech Sector ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #516 holding.
  • Focus Partners Wealth first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's iShares Expanded Tech Sector ETF position peaked at $20.6M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.