Howe & Rusling’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Howe & Rusling’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	$49.1K	Hold	300	–	–	﹤0.01%	379
2026 Q1	$35.6K	Hold	300	–	–	﹤0.01%	377
2025 Q4	$38.7K	Hold	300	–	–	﹤0.01%	378
2025 Q3	$37.8K	Hold	300	–	–	﹤0.01%	362
2025 Q2	$33.7K	Sell	300 -30	-9%	-$2.95K	﹤0.01%	367
2025 Q1	$29.9K	Sell	330 -33	-9%	-$3.33K	﹤0.01%	342
2024 Q4	$37.1K	Buy	+363	New	+$36.5K	﹤0.01%	324
2020 Q2	–	Sell	-780	Closed	-$28K	–	850
2020 Q1	$28K	Sell	780 -6,510	-89%	-$261K	0.01%	314
2019 Q4	$294K	Sell	7,290 -25,230	-78%	-$961K	0.05%	159
2019 Q3	$1.18M	Sell	32,520 -1,890	-5%	-$69.1K	0.21%	88
2019 Q2	$1.24M	Sell	34,410 -42,960	-56%	-$1.52M	0.21%	86
2019 Q1	$2.66M	Buy	+77,370	New	+$2.48M	0.46%	56

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howe & Rusling's IGM Position: Q2 2026 in Review

Howe & Rusling held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 300 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Howe & Rusling first reported a position in IGM in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.66M in Q1 2019. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Howe & Rusling held 300 shares of iShares Expanded Tech Sector ETF worth $49.1K as of Q2 2026.
Howe & Rusling left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #379 holding.
Howe & Rusling first reported a position in iShares Expanded Tech Sector ETF in Q1 2019 and has held it in 12 quarters since.
Howe & Rusling's iShares Expanded Tech Sector ETF position peaked at $2.66M in Q1 2019.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.