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

Founders Financial Securities’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 		$1.24M Buy
7,575
+47
+0.6% +$7.04K 0.06% 270
2026
Q1 		$957K Sell
7,528
-2,615
-26% -$329K 0.05% 301
2025
Q4 		$1.31M Buy
10,143
+922
+10% +$119K 0.08% 250
2025
Q3 		$1.16M Buy
9,221
+3,512
+62% +$414K 0.08% 231
2025
Q2 		$641K Buy
+5,709
New +$561K 0.05% 299

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Founders Financial Securities increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.62% in Q2 2026, buying an estimated $7.04K and bringing the position to 7,575 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #270.

Founders Financial Securities first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2025. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Founders Financial Securities held 7,575 shares of iShares Expanded Tech Sector ETF worth $1.24M as of Q2 2026.
  • Founders Financial Securities bought 47 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $7.04K.
  • iShares Expanded Tech Sector ETF made up 0.06% of Founders Financial Securities's portfolio in Q2 2026, its #270 holding.
  • Founders Financial Securities first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
  • Founders Financial Securities's iShares Expanded Tech Sector ETF position peaked at $1.31M in Q4 2025.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.