Guidance Point Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Guidance Point Advisors’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	$797K	Buy	4,869 +3	+0.1%	+$449	0.17%	50
2026 Q1	$577K	Buy	4,866 +1	+0%	+$126	0.14%	51
2025 Q4	$629K	Sell	4,865 -30	-0.6%	-$3.89K	0.15%	48
2025 Q3	$617K	Sell	4,895 -101	-2%	-$11.9K	0.15%	51
2025 Q2	$561K	Buy	4,996 +1,148	+30%	+$113K	0.14%	52
2025 Q1	$349K	Buy	3,848 +22	+0.6%	+$2.22K	0.1%	60
2024 Q4	$391K	Buy	3,826 +1,156	+43%	+$116K	0.11%	59
2024 Q3	$256K	Buy	2,670 +3	+0.1%	+$277	0.07%	73
2024 Q2	$252K	Buy	2,667 +2	+0.1%	+$175	0.08%	68
2024 Q1	$230K	Buy	+2,665	New	+$217K	0.08%	75
2022 Q2	–	Sell	-3,450	Closed	-$223K	–	89
2022 Q1	$223K	Buy	3,450 +270	+8%	+$17.4K	0.08%	85
2021 Q4	$232K	Buy	3,180 +114	+4%	+$8.19K	0.08%	78
2021 Q3	$206K	Buy	3,066 +90	+3%	+$6.26K	0.08%	86
2021 Q2	$200K	Buy	+2,976	New	+$190K	0.08%	87
2020 Q3	–	Sell	-4,644	Closed	-$216K	–	80
2020 Q2	$216K	Buy	+4,644	New	+$195K	0.12%	67

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

Guidance Point Advisors's IGM Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.06% in Q2 2026, buying an estimated $449 and bringing the position to 4,869 shares worth $797K. The position accounts for 0.17% of the portfolio, ranked #50.

Guidance Point Advisors first reported a position in IGM in Q2 2020 and has held it in 15 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Guidance Point Advisors held 4,869 shares of iShares Expanded Tech Sector ETF worth $797K as of Q2 2026.
Guidance Point Advisors bought 3 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $449.
iShares Expanded Tech Sector ETF made up 0.17% of Guidance Point Advisors's portfolio in Q2 2026, its #50 holding.
Guidance Point Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 15 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.