HWM
IGM icon

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

HB 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 		$17.2M Sell
105,421
-10,508
-9% -$1.57M 0.1% 112
2026
Q1 		$13.7M Sell
115,929
-29,683
-20% -$3.73M 0.09% 121
2025
Q4 		$18.8M Buy
145,612
+358
+0.2% +$46.4K 0.12% 94
2025
Q3 		$18.3M Buy
145,254
+10,379
+8% +$1.22M 0.12% 91
2025
Q2 		$15.2M Sell
134,875
-9,146
-6% -$898K 0.12% 94
2025
Q1 		$13.1M Buy
144,021
+10,401
+8% +$1.05M 0.11% 107
2024
Q4 		$13.6M Buy
133,620
+3,505
+3% +$352K 0.14% 76
2024
Q3 		$12.5M Buy
130,115
+10,330
+9% +$955K 0.13% 80
2024
Q2 		$11.3M Buy
119,785
+24,984
+26% +$2.19M 0.13% 77
2024
Q1 		$8.17M Buy
94,801
+29,467
+45% +$2.4M 0.1% 105
2023
Q4 		$4.88M Sell
65,334
-60
-0.1% -$4.1K 0.07% 138
2023
Q3 		$4.17M Sell
65,394
-204
-0.3% -$13.5K 0.07% 143
2023
Q2 		$4.3M Buy
65,598
+7,752
+13% +$461K 0.07% 139
2023
Q1 		$3.27M Buy
57,846
+30,570
+112% +$1.59M 0.06% 151
2022
Q4 		$1.27M Sell
27,276
-29,880
-52% -$1.43M 0.02% 248
2022
Q3 		$2.63M Sell
57,156
-27,036
-32% -$1.42M 0.06% 150
2022
Q2 		$4.13M Sell
84,192
-22,788
-21% -$1.25M 0.08% 115
2022
Q1 		$6.93M Buy
106,980
+3,906
+4% +$251K 0.13% 85
2021
Q4 		$7.54M Buy
+103,074
New +$7.41M 0.15% 54

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HB Wealth Management's IGM Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 9.1% in Q2 2026, selling an estimated $1.57M and leaving 105,421 shares worth $17.2M. The position accounts for 0.1% of the portfolio, ranked #112.

HB Wealth Management first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.8M in Q4 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • HB Wealth Management held 105,421 shares of iShares Expanded Tech Sector ETF worth $17.2M as of Q2 2026.
  • HB Wealth Management sold 10,508 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.57M.
  • iShares Expanded Tech Sector ETF made up 0.1% of HB Wealth Management's portfolio in Q2 2026, its #112 holding.
  • HB Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares Expanded Tech Sector ETF position peaked at $18.8M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.