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 Q2	–	Sell	-89,590	Closed	-$10.6M	–	1342
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 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

Independent Advisor Alliance's IGM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 89,590 shares — an estimated $10.6M sold.

Independent Advisor Alliance first reported a position in IGM in Q2 2024 and held it in 5 quarters. The position peaked at $10.8M in Q4 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 89,590 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $10.6M.
Independent Advisor Alliance first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and held it in 5 quarters.
Independent Advisor Alliance's iShares Expanded Tech Sector ETF position peaked at $10.8M in Q4 2024.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.