HGWM
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Horst & Graben Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Horst & Graben 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 		$861K Hold
5,349
– – 0.11% 97
2026
Q1 		$764K Sell
5,349
-295
-5% -$37.1K 0.1% 100
2025
Q4 		$729K Sell
5,644
-35
-0.6% -$4.53K 0.11% 98
2025
Q3 		$715K Hold
5,679
– – 0.11% 95
2025
Q2 		$638K Buy
5,679
+1,663
+41% +$163K 0.11% 94
2025
Q1 		$364K Buy
4,016
+398
+11% +$40.2K 0.07% 114
2024
Q4 		$369K Buy
3,618
+28
+0.8% +$2.81K 0.07% 107
2024
Q3 		$344K Buy
3,590
+776
+28% +$71.7K 0.06% 107
2024
Q2 		$265K Buy
2,814
+141
+5% +$12.3K 0.05% 120
2024
Q1 		$230K Buy
+2,673
New +$218K 0.05% 133
2022
Q3 		– Sell
-12,828
Closed -$629K – 127
2022
Q2 		$629K Sell
12,828
-38,928
-75% -$2.14M 0.17% 63
2022
Q1 		$3.35M Sell
51,756
-8,370
-14% -$539K 0.82% 26
2021
Q4 		$4.4M Sell
60,126
-7,314
-11% -$526K 1.1% 24
2021
Q3 		$4.54M Sell
67,440
-2,232
-3% -$155K 1.25% 23
2021
Q2 		$4.69M Sell
69,672
-64,530
-48% -$4.11M 1.31% 19
2021
Q1 		$8.07M Sell
134,202
-22,842
-15% -$1.37M 2.54% 11
2020
Q4 		$9.16M Sell
157,044
-5,430
-3% -$297K 3.16% 8
2020
Q3 		$8.37M Buy
+162,474
New +$8.2M 3.25% 7

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

Horst & Graben Wealth Management's IGM Position: Q2 2026 in Review

Horst & Graben Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 5,349 shares worth $861K. The position accounts for 0.11% of the portfolio, ranked #97.

Horst & Graben Wealth Management first reported a position in IGM in Q3 2020 and has held it in 18 quarters since. The position peaked at $9.16M in Q4 2020. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Horst & Graben Wealth Management held 5,349 shares of iShares Expanded Tech Sector ETF worth $861K as of Q2 2026.
  • Horst & Graben Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.11% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 18 quarters since.
  • Horst & Graben Wealth Management's iShares Expanded Tech Sector ETF position peaked at $9.16M in Q4 2020.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.