Fortis Group Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Fortis Group Advisors’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	$21.6K	Hold	132	–	–	﹤0.01%	340
2026 Q1	$15.6K	Hold	132	–	–	﹤0.01%	358
2025 Q4	$17K	Hold	132	–	–	﹤0.01%	351
2025 Q3	$16.6K	Hold	132	–	–	﹤0.01%	310
2025 Q2	$14.8K	Hold	132	–	–	﹤0.01%	312
2025 Q1	$12K	Sell	132 -222	-63%	-$22.4K	﹤0.01%	291
2024 Q4	$36.1K	Sell	354 -48	-12%	-$4.82K	0.01%	228
2024 Q3	$38.6K	Sell	402 -19,863	-98%	-$1.84M	0.01%	219
2024 Q2	$1.91M	Buy	20,265 +19,863	+4,941%	+$1.74M	0.38%	58
2024 Q1	$34.6K	Sell	402 -402	-50%	-$32.7K	0.01%	239
2023 Q4	$60.1K	Buy	804 +402	+100%	+$27.5K	0.01%	167
2023 Q3	$25.6K	Buy	+402	New	+$26.5K	0.01%	165
2020 Q3	$20K	Buy	+402	New	+$20.3K	﹤0.01%	248

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

Fortis Group Advisors's IGM Position: Q2 2026 in Review

Fortis Group Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 132 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Fortis Group Advisors first reported a position in IGM in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.91M in Q2 2024. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Fortis Group Advisors held 132 shares of iShares Expanded Tech Sector ETF worth $21.6K as of Q2 2026.
Fortis Group Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #340 holding.
Fortis Group Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares Expanded Tech Sector ETF position peaked at $1.91M in Q2 2024.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.