Graves Light Lenhart Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Graves Light Lenhart 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	$9.16M	Hold	55,973	–	–	0.85%	27
2026 Q1	$6.63M	Hold	55,973	–	–	0.69%	35
2025 Q4	$7.23M	Hold	55,973	–	–	0.77%	32
2025 Q3	$7.05M	Hold	55,973	–	–	0.78%	31
2025 Q2	$6.29M	Sell	55,973 -661	-1%	-$64.9K	0.75%	31
2025 Q1	$5.14M	Hold	56,634	–	–	0.63%	37
2024 Q4	$5.78M	Sell	56,634 -258	-0.5%	-$25.9K	0.72%	33
2024 Q3	$5.46M	Sell	56,892 -132	-0.2%	-$12.2K	0.67%	34
2024 Q2	$5.41M	Hold	57,024	–	–	0.62%	38
2024 Q1	$4.91M	Sell	57,024 -6,000	-10%	-$489K	0.57%	42
2023 Q4	$4.71M	Sell	63,024 -210	-0.3%	-$14.4K	0.58%	42
2023 Q3	$4.14M	Hold	63,234	–	–	0.56%	43
2023 Q2	$4.14M	Sell	63,234 -18,000	-22%	-$1.07M	0.56%	44
2023 Q1	$4.59M	Sell	81,234 -408	-0.5%	-$21.3K	0.71%	34
2022 Q4	$3.81M	Sell	81,642 -642	-0.8%	-$30.8K	0.59%	42
2022 Q3	$3.79M	Hold	82,284	–	–	0.63%	41
2022 Q2	$4.04M	Hold	82,284	–	–	0.62%	45
2022 Q1	$5.33M	Sell	82,284 -312	-0.4%	-$20.1K	0.74%	37
2021 Q4	$6.04M	Hold	82,596	–	–	0.86%	31
2021 Q3	$5.56M	Sell	82,596 -294	-0.4%	-$20.4K	0.88%	32
2021 Q2	$5.58M	Sell	82,890 -102	-0.1%	-$6.5K	0.9%	34
2021 Q1	$4.99M	Hold	82,992	–	–	0.86%	34
2020 Q4	$4.84M	Sell	82,992 -1,008	-1%	-$55.2K	0.9%	32
2020 Q3	$4.33M	Hold	84,000	–	–	0.96%	31
2020 Q2	$3.91M	Sell	84,000 -192	-0.2%	-$8.07K	0.92%	35
2020 Q1	$2.97M	Hold	84,192	–	–	0.8%	38
2019 Q4	$3.4M	Hold	84,192	–	–	0.71%	43
2019 Q3	$3.14M	Hold	84,192	–	–	0.69%	42
2019 Q2	$3.03M	Hold	84,192	–	–	0.72%	41
2019 Q1	$2.89M	Hold	84,192	–	–	0.74%	41
2018 Q4	$2.41M	Buy	+84,192	New	+$2.6M	0.71%	43

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

Graves Light Lenhart Wealth's IGM Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 55,973 shares worth $9.16M. The position accounts for 0.85% of the portfolio, ranked #27.

Graves Light Lenhart Wealth first reported a position in IGM in Q4 2018 and has held it in 31 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Graves Light Lenhart Wealth held 55,973 shares of iShares Expanded Tech Sector ETF worth $9.16M as of Q2 2026.
Graves Light Lenhart Wealth left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.85% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #27 holding.
Graves Light Lenhart Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 31 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.