Harmony Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Harmony Asset 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	$1.53M	Sell	9,369 -149	-2%	-$22.3K	0.41%	59
2026 Q1	$1.13M	Buy	9,518 +440	+5%	+$55.4K	0.34%	71
2025 Q4	$1.17M	Sell	9,078 -6,950	-43%	-$900K	0.39%	66
2025 Q3	$2.02M	Buy	16,028 +2,195	+16%	+$259K	0.7%	38
2025 Q2	$1.55M	Sell	13,833 -641	-4%	-$63K	0.58%	47
2025 Q1	$1.31M	Buy	14,474 +237	+2%	+$23.9K	0.55%	52
2024 Q4	$1.45M	Sell	14,237 -6,904	-33%	-$694K	0.58%	47
2024 Q3	$2.03M	Buy	21,141 +3,405	+19%	+$315K	0.75%	42
2024 Q2	$1.67M	Sell	17,736 -68	-0.4%	-$5.95K	0.7%	38
2024 Q1	$1.53M	Buy	17,804 +4,886	+38%	+$398K	0.63%	48
2023 Q4	$965K	Buy	+12,918	New	+$883K	0.41%	65

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

Harmony Asset Management's IGM Position: Q2 2026 in Review

Harmony Asset Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.6% in Q2 2026, selling an estimated $22.3K and leaving 9,369 shares worth $1.53M. The position accounts for 0.41% of the portfolio, ranked #59.

Harmony Asset Management first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q3 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Harmony Asset Management held 9,369 shares of iShares Expanded Tech Sector ETF worth $1.53M as of Q2 2026.
Harmony Asset Management sold 149 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $22.3K.
iShares Expanded Tech Sector ETF made up 0.41% of Harmony Asset Management's portfolio in Q2 2026, its #59 holding.
Harmony Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's iShares Expanded Tech Sector ETF position peaked at $2.03M in Q3 2024.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.