Granite Bay Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Granite Bay Wealth Management’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	$263K	Buy	+1,611	New	+$241K	0.02%	149

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

Granite Bay Wealth Management's IGM Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,611 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings.

557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Granite Bay Wealth Management held 1,611 shares of iShares Expanded Tech Sector ETF worth $263K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Granite Bay Wealth Management position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of Granite Bay Wealth Management's portfolio in Q2 2026, its #149 holding.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.