HFS
IGM icon

Howard Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Howard Financial Services’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 		$228K Buy
+1,392
New +$209K 0.02% 233

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Howard Financial Services's IGM Position: Q2 2026 in Review

Howard Financial Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,392 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings.

190 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Howard Financial Services held 1,392 shares of iShares Expanded Tech Sector ETF worth $228K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Howard Financial Services position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #233 holding.
  • 190 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.