Great Waters Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Great Waters 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	$332K	Hold	2,028	–	–	0.03%	97
2026 Q1	$240K	Hold	2,028	–	–	0.03%	108
2025 Q4	$262K	Sell	2,028 -12	-0.6%	-$1.55K	0.03%	100
2025 Q3	$257K	Hold	2,040	–	–	0.03%	95
2025 Q2	$229K	Buy	+2,040	New	+$200K	0.03%	95
2025 Q1	–	Sell	-2,040	Closed	-$208K	–	110
2024 Q4	$208K	Buy	+2,040	New	+$205K	0.03%	105

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

Great Waters Wealth Management's IGM Position: Q2 2026 in Review

Great Waters Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,028 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #97.

Great Waters Wealth Management first reported a position in IGM in Q4 2024 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Great Waters Wealth Management held 2,028 shares of iShares Expanded Tech Sector ETF worth $332K as of Q2 2026.
Great Waters Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #97 holding.
Great Waters Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.