Fourth Dimension Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Fourth Dimension 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 Q2	$703K	Sell	4,301 -19	-0.4%	-$2.85K	0.22%	81
2026 Q1	$512K	Sell	4,320 -25	-0.6%	-$3.15K	0.19%	75
2025 Q4	$561K	Buy	4,345 +350	+9%	+$45.3K	0.2%	76
2025 Q3	$503K	Sell	3,995 -75	-2%	-$8.85K	0.19%	79
2025 Q2	$457K	Sell	4,070 -105	-3%	-$10.3K	0.19%	80
2025 Q1	$379K	Buy	4,175 +2,197	+111%	+$222K	0.18%	82
2024 Q4	$202K	Buy	+1,978	New	+$199K	0.11%	103

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

Fourth Dimension Wealth's IGM Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.44% in Q2 2026, selling an estimated $2.85K and leaving 4,301 shares worth $703K. The position accounts for 0.22% of the portfolio, ranked #81.

Fourth Dimension Wealth first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Fourth Dimension Wealth held 4,301 shares of iShares Expanded Tech Sector ETF worth $703K as of Q2 2026.
Fourth Dimension Wealth sold 19 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.85K.
iShares Expanded Tech Sector ETF made up 0.22% of Fourth Dimension Wealth's portfolio in Q2 2026, its #81 holding.
Fourth Dimension Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.