HSWM
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Hubbell Strickland Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Hubbell Strickland 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 		$586K Buy
3,582
+1
+0% +$150 0.21% 47
2026
Q1 		$424K Buy
3,581
+2
+0.1% +$252 0.17% 52
2025
Q4 		$462K Sell
3,579
-309
-8% -$40K 0.19% 48
2025
Q3 		$490K Buy
3,888
+2
+0.1% +$236 0.2% 46
2025
Q2 		$437K Buy
3,886
+2
+0.1% +$196 0.19% 48
2025
Q1 		$352K Sell
3,884
-45
-1% -$4.54K 0.17% 51
2024
Q4 		$401K Buy
3,929
+2
+0.1% +$201 0.19% 45
2024
Q3 		$377K Sell
3,927
-6
-0.2% -$554 0.18% 51
2024
Q2 		$371K Buy
3,933
+1
+0% +$88 0.19% 48
2024
Q1 		$339K Buy
3,932
+2
+0.1% +$163 0.17% 52
2023
Q4 		$294K Buy
3,930
+12
+0.3% +$820 0.16% 57
2023
Q3 		$250K Hold
3,918
– – 0.15% 60
2023
Q2 		$257K Buy
3,918
+192
+5% +$11.4K 0.15% 56
2023
Q1 		$211K Buy
+3,726
New +$194K 0.13% 64

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Hubbell Strickland Wealth Management's IGM Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.03% in Q2 2026, buying an estimated $150 and bringing the position to 3,582 shares worth $586K. The position accounts for 0.21% of the portfolio, ranked #47.

Hubbell Strickland Wealth Management first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. 233 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Hubbell Strickland Wealth Management held 3,582 shares of iShares Expanded Tech Sector ETF worth $586K as of Q2 2026.
  • Hubbell Strickland Wealth Management bought 1 iShares Expanded Tech Sector ETF share in Q2 2026, an estimated $150.
  • iShares Expanded Tech Sector ETF made up 0.21% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.