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Harrell Investment Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Harrell Investment Partners’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 		$1.57M Buy
9,620
+11
+0.1% +$1.65K 0.34% 63
2026
Q1 		$1.14M Sell
9,609
-2,847
-23% -$358K 0.27% 68
2025
Q4 		$1.61M Sell
12,456
-4,913
-28% -$636K 0.38% 60
2025
Q3 		$2.19M Buy
+17,369
New +$2.05M 0.52% 50
2022
Q2 		– Sell
-3,108
Closed -$201K – 97
2022
Q1 		$201K Buy
+3,108
New +$200K 0.07% 99

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
IIA
Integrity Investment Advisors Fort Collins, Colorado $230M AUM 23.39% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Harrell Investment Partners's IGM Position: Q2 2026 in Review

Harrell Investment Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.11% in Q2 2026, buying an estimated $1.65K and bringing the position to 9,620 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #63.

Harrell Investment Partners first reported a position in IGM in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.19M in Q3 2025. 120 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Harrell Investment Partners held 9,620 shares of iShares Expanded Tech Sector ETF worth $1.57M as of Q2 2026.
  • Harrell Investment Partners bought 11 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.65K.
  • iShares Expanded Tech Sector ETF made up 0.34% of Harrell Investment Partners's portfolio in Q2 2026, its #63 holding.
  • Harrell Investment Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 5 quarters since.
  • Harrell Investment Partners's iShares Expanded Tech Sector ETF position peaked at $2.19M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.