HUB Investment Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

HUB Investment Partners’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	$1.15M	Buy	+7,000	New	+$1.05M	0.02%	420

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

HUB Investment Partners's IGM Position: Q2 2026 in Review

HUB Investment Partners opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 7,000 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #420 among its holdings.

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

HUB Investment Partners held 7,000 shares of iShares Expanded Tech Sector ETF worth $1.15M as of Q2 2026.
iShares Expanded Tech Sector ETF was a new HUB Investment Partners position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #420 holding.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.