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Houlihan Financial Resource Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Houlihan Financial Resource Group’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 		$2.83M Sell
17,302
-100
-0.6% -$15K 1.01% 33
2026
Q1 		$2.06M Hold
17,402
– – 0.8% 38
2025
Q4 		$2.25M Buy
17,402
+9,679
+125% +$1.25M 0.85% 36
2025
Q3 		$973K Sell
7,723
-10,044
-57% -$1.18M 0.85% 38
2025
Q2 		$2.02M Sell
17,767
-60
-0.3% -$5.89K 0.84% 34
2025
Q1 		$1.62M Sell
17,827
-902
-5% -$91.1K 0.73% 34
2024
Q4 		$1.91M Buy
18,729
+200
+1% +$20.1K 0.82% 32
2024
Q3 		$1.78M Buy
+18,529
New +$1.71M 0.74% 35
2024
Q2 		– Sell
-19,322
Closed -$1.67M – 73
2024
Q1 		$1.67M Buy
19,322
+20
+0.1% +$1.63K 0.75% 33
2023
Q4 		$1.44M Buy
19,302
+600
+3% +$41K 0.7% 34
2023
Q3 		$1.18M Buy
+18,702
New +$1.23M 0.63% 37
2023
Q2 		– Sell
-18,504
Closed -$1.05M – 151
2023
Q1 		$1.05M Sell
18,504
-1,998
-10% -$104K 0.57% 39
2022
Q4 		$995K Sell
20,502
-102
-0.5% -$4.89K 0.57% 40
2022
Q3 		$971K Buy
+20,604
New +$1.09M 0.59% 39
2020
Q3 		$1.22M Buy
+22,506
New +$1.14M 0.7% 40
2020
Q1 		$898K Buy
25,440
+1,440
+6% +$57.7K 0.78% 35
2019
Q4 		$969K Buy
+24,000
New +$914K 0.63% 41

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

Houlihan Financial Resource Group's IGM Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.57% in Q2 2026, selling an estimated $15K and leaving 17,302 shares worth $2.83M. The position accounts for 1.01% of the portfolio, ranked #33.

Houlihan Financial Resource Group first reported a position in IGM in Q4 2019 and has held it in 17 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Houlihan Financial Resource Group held 17,302 shares of iShares Expanded Tech Sector ETF worth $2.83M as of Q2 2026.
  • Houlihan Financial Resource Group sold 100 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $15K.
  • iShares Expanded Tech Sector ETF made up 1.01% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #33 holding.
  • Houlihan Financial Resource Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 17 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.