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

Forefront Wealth Partners’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	$1.42M	Buy	8,710 +44	+0.5%	+$6.59K	0.44%	61
2026 Q1	$1.03M	Buy	8,666 +5,729	+195%	+$721K	0.43%	56
2025 Q4	$379K	Sell	2,937 -613	-17%	-$79.4K	0.18%	99
2025 Q3	$447K	Sell	3,550 -3,038	-46%	-$358K	0.11%	133
2025 Q2	$701K	Buy	6,588 +2,748	+72%	+$270K	0.48%	50
2025 Q1	$348K	Hold	3,840	–	–	0.24%	81
2024 Q4	$392K	Buy	+3,840	New	+$386K	0.29%	67

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

Forefront Wealth Partners's IGM Position: Q2 2026 in Review

Forefront Wealth Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.51% in Q2 2026, buying an estimated $6.59K and bringing the position to 8,710 shares worth $1.42M. The position accounts for 0.44% of the portfolio, ranked #61.

Forefront Wealth Partners first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Forefront Wealth Partners held 8,710 shares of iShares Expanded Tech Sector ETF worth $1.42M as of Q2 2026.
Forefront Wealth Partners bought 44 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $6.59K.
iShares Expanded Tech Sector ETF made up 0.44% of Forefront Wealth Partners's portfolio in Q2 2026, its #61 holding.
Forefront Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.