IAA
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Independent Advisor Alliance’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Independent Advisor Alliance’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
Q1 		$10.6M Buy
+89,590
New +$11.3M 0.11% 159
2025
Q2 		– Sell
-4,194
Closed -$380K – 908
2025
Q1 		$380K Sell
4,194
-101,760
-96% -$10.3M 0.01% 588
2024
Q4 		$10.8M Buy
105,954
+102,647
+3,104% +$10.3M 0.14% 159
2024
Q3 		$317K Buy
3,307
+162
+5% +$15K 0.01% 551
2024
Q2 		$297K Buy
+3,145
New +$275K 0.01% 572

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Independent Advisor Alliance's IGM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2026: 89,590 shares worth $10.6M. The stake represents 0.11% of the portfolio and ranks #159 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IGM as recently as Q1 2025.

Independent Advisor Alliance first reported a position in IGM in Q2 2024 and has held it in 5 quarters since. The position peaked at $10.8M in Q4 2024. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Independent Advisor Alliance held 89,590 shares of iShares Expanded Tech Sector ETF worth $10.6M as of Q1 2026.
  • iShares Expanded Tech Sector ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Expanded Tech Sector ETF made up 0.11% of Independent Advisor Alliance's portfolio in Q1 2026, its #159 holding.
  • Independent Advisor Alliance first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 5 quarters since.
  • Independent Advisor Alliance's iShares Expanded Tech Sector ETF position peaked at $10.8M in Q4 2024.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.