Independent Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Independent Financial Group’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	$960K	Buy	5,871 +45	+0.8%	+$6.74K	0.02%	708
2026 Q1	$690K	Sell	5,826 -46	-0.8%	-$5.79K	0.02%	774
2025 Q4	$758K	Buy	5,872 +1,927	+49%	+$250K	0.02%	723
2025 Q3	$497K	Buy	3,945 +1,062	+37%	+$125K	0.01%	860
2025 Q2	$324K	Buy	2,883 +662	+30%	+$65K	0.01%	992
2025 Q1	$201K	Buy	+2,221	New	+$224K	0.01%	1117

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 Financial Group's IGM Position: Q2 2026 in Review

Independent Financial Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.77% in Q2 2026, buying an estimated $6.74K and bringing the position to 5,871 shares worth $960K. The position accounts for 0.02% of the portfolio, ranked #708.

Independent Financial Group first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Independent Financial Group held 5,871 shares of iShares Expanded Tech Sector ETF worth $960K as of Q2 2026.
Independent Financial Group bought 45 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $6.74K.
iShares Expanded Tech Sector ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #708 holding.
Independent Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.