IWM
IGM icon

IHT Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

IHT 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 		$4.5M Sell
27,486
-365
-1% -$54.7K 0.1% 220
2026
Q1 		$3.3M Sell
27,851
-137
-0.5% -$17.2K 0.08% 254
2025
Q4 		$3.61M Sell
27,988
-766
-3% -$99.2K 0.09% 228
2025
Q3 		$3.62M Sell
28,754
-680
-2% -$80.2K 0.09% 214
2025
Q2 		$3.31M Sell
29,434
-690
-2% -$67.8K 0.09% 215
2025
Q1 		$2.73M Sell
30,124
-980
-3% -$99K 0.09% 226
2024
Q4 		$3.18M Sell
31,104
-985
-3% -$99K 0.1% 196
2024
Q3 		$3.08M Buy
32,089
+568
+2% +$52.5K 0.09% 235
2024
Q2 		$2.97M Sell
31,521
-1,043
-3% -$91.3K 0.11% 183
2024
Q1 		$2.81M Sell
32,564
-298
-0.9% -$24.3K 0.11% 188
2023
Q4 		$2.45M Buy
32,862
+210
+0.6% +$14.4K 0.11% 188
2023
Q3 		$2.08M Sell
32,652
-1,092
-3% -$72K 0.11% 190
2023
Q2 		$2.21M Sell
33,744
-18
-0.1% -$1.07K 0.12% 172
2023
Q1 		$1.91M Sell
33,762
-510
-1% -$26.6K 0.11% 187
2022
Q4 		$1.6M Hold
34,272
– – 0.1% 215
2022
Q3 		$1.58M Sell
34,272
-126
-0.4% -$6.64K 0.12% 197
2022
Q2 		$1.69M Sell
34,398
-306
-0.9% -$16.8K 0.15% 155
2022
Q1 		$2.25M Sell
34,704
-156
-0.4% -$10K 0.17% 128
2021
Q4 		$2.55M Sell
34,860
-2,334
-6% -$168K 0.19% 111
2021
Q3 		$2.5M Sell
37,194
-564
-1% -$39.2K 0.2% 109
2021
Q2 		$2.54M Sell
37,758
-198
-0.5% -$12.6K 0.16% 129
2021
Q1 		$2.28M Sell
37,956
-420
-1% -$25.1K 0.16% 143
2020
Q4 		$2.24M Sell
38,376
-870
-2% -$47.6K 0.19% 125
2020
Q3 		$2.02M Sell
39,246
-1,518
-4% -$76.6K 0.2% 114
2020
Q2 		$1.9M Sell
40,764
-282
-0.7% -$11.9K 0.26% 92
2020
Q1 		$1.45M Sell
41,046
-600
-1% -$24K 0.21% 116
2019
Q4 		$1.68M Sell
41,646
-234
-0.6% -$8.91K 0.2% 123
2019
Q3 		$1.51M Sell
41,880
-156
-0.4% -$5.71K 0.21% 121
2019
Q2 		$1.51M Sell
42,036
-540
-1% -$19.1K 0.22% 109
2019
Q1 		$1.46M Sell
42,576
-396
-0.9% -$12.7K 0.24% 104
2018
Q4 		$1.23M Sell
42,972
-1,506
-3% -$46.6K 0.24% 110
2018
Q3 		$1.55M Buy
44,478
+828
+2% +$28.1K 0.34% 77
2018
Q2 		$1.4M Buy
43,650
+432
+1% +$13.6K 0.36% 70
2018
Q1 		$1.26M Sell
43,218
-1,074
-2% -$32.6K 0.34% 64
2017
Q4 		$1.31M Buy
44,292
+114
+0.3% +$3.15K 0.35% 64
2017
Q3 		$1.17M Sell
44,178
-738
-2% -$18.6K 0.5% 44
2017
Q2 		$36K Buy
44,916
+44,088
+5,325% +$1.06M 0.02% 603
2017
Q1 		$19K Buy
+828
New +$18.4K 0.01% 674

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IHT Wealth Management's IGM Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.3% in Q2 2026, selling an estimated $54.7K and leaving 27,486 shares worth $4.5M. The position accounts for 0.1% of the portfolio, ranked #220.

IHT Wealth Management first reported a position in IGM in Q1 2017 and has held it in 38 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • IHT Wealth Management held 27,486 shares of iShares Expanded Tech Sector ETF worth $4.5M as of Q2 2026.
  • IHT Wealth Management sold 365 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Expanded Tech Sector ETF made up 0.1% of IHT Wealth Management's portfolio in Q2 2026, its #220 holding.
  • IHT Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2017 and has held it in 38 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.