Founders Financial Alliance’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Founders Financial Alliance’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	$12K	Hold	73	–	–	﹤0.01%	676
2026 Q1	$8.67K	Hold	73	–	–	﹤0.01%	646
2025 Q4	$9.45K	Hold	73	–	–	﹤0.01%	510
2025 Q3	$9.21K	Hold	73	–	–	﹤0.01%	613
2025 Q2	$8.21K	Hold	73	–	–	﹤0.01%	472
2025 Q1	$6.62K	Hold	73	–	–	﹤0.01%	544
2024 Q4	$7.45K	Hold	73	–	–	﹤0.01%	499
2024 Q3	$7K	Hold	73	–	–	﹤0.01%	512
2024 Q2	$6.87K	Hold	73	–	–	﹤0.01%	493
2024 Q1	$6.28K	Buy	73 +1	+1%	+$81	﹤0.01%	506
2023 Q4	$5.44K	Hold	72	–	–	﹤0.01%	463
2023 Q3	$4.63K	Hold	72	–	–	﹤0.01%	446
2023 Q2	$4.75K	Hold	72	–	–	﹤0.01%	473
2023 Q1	$4.1K	Hold	72	–	–	﹤0.01%	430
2022 Q4	$3.38K	Hold	72	–	–	﹤0.01%	458
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	451
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	466
2022 Q1	$5K	Hold	72	–	–	﹤0.01%	412
2021 Q4	$5K	Hold	72	–	–	﹤0.01%	454
2021 Q3	$5K	Hold	72	–	–	﹤0.01%	423
2021 Q2	$5K	Hold	72	–	–	﹤0.01%	442
2021 Q1	$4K	Buy	+72	New	+$4.31K	﹤0.01%	435

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

Founders Financial Alliance's IGM Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 73 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Founders Financial Alliance first reported a position in IGM in Q1 2021 and has held it in 22 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Founders Financial Alliance held 73 shares of iShares Expanded Tech Sector ETF worth $12K as of Q2 2026.
Founders Financial Alliance left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #676 holding.
Founders Financial Alliance first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 22 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.