Icon Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Icon Wealth Advisors’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	$2.27M	Hold	13,888	–	–	0.14%	109
2026 Q1	$1.96M	Sell	13,888 -800	-5%	-$101K	0.13%	109
2025 Q4	$1.9M	Hold	14,688	–	–	0.13%	114
2025 Q3	$1.85M	Hold	14,688	–	–	0.13%	121
2025 Q2	$1.65M	Hold	14,688	–	–	0.12%	137
2025 Q1	$1.33M	Hold	14,688	–	–	0.11%	134
2024 Q4	$1.5M	Hold	14,688	–	–	0.12%	123
2024 Q3	$1.41M	Buy	+14,688	New	+$1.36M	0.12%	128
2024 Q2	–	Sell	-14,688	Closed	-$1.27M	–	468
2024 Q1	$1.27M	Hold	14,688	–	–	0.12%	128
2023 Q4	$1.1M	Buy	+14,688	New	+$1M	0.11%	119
2022 Q4	$858K	Hold	18,390	–	–	0.1%	148
2022 Q3	$847K	Buy	+18,390	New	+$969K	0.1%	145

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

Icon Wealth Advisors's IGM Position: Q2 2026 in Review

Icon Wealth Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 13,888 shares worth $2.27M. The position accounts for 0.14% of the portfolio, ranked #109.

Icon Wealth Advisors first reported a position in IGM in Q3 2022 and has held it in 12 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Icon Wealth Advisors held 13,888 shares of iShares Expanded Tech Sector ETF worth $2.27M as of Q2 2026.
Icon Wealth Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.14% of Icon Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Icon Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2022 and has held it in 12 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.