Integrated Wealth Concepts’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Integrated Wealth Concepts’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	$1.15M	Buy	7,016 +2,960	+73%	+$443K	0.01%	1135
2026 Q1	$481K	Buy	4,056 +1,569	+63%	+$197K	﹤0.01%	1564
2025 Q4	$321K	Sell	2,487 -4,340	-64%	-$562K	﹤0.01%	1285
2025 Q3	$860K	Sell	6,827 -7,358	-52%	-$868K	0.01%	1066
2025 Q2	$1.59M	Buy	14,185 +773	+6%	+$75.9K	0.02%	708
2025 Q1	$1.22M	Buy	13,412 +7,628	+132%	+$770K	0.01%	750
2024 Q4	$590K	Buy	5,784 +253	+5%	+$25.4K	0.01%	1052
2024 Q3	$531K	Buy	5,531 +1,021	+23%	+$94.4K	0.01%	1054
2024 Q2	$425K	Sell	4,510 -71	-2%	-$6.22K	0.01%	1125
2024 Q1	$395K	Sell	4,581 -171	-4%	-$13.9K	0.01%	1165
2023 Q4	$355K	Buy	+4,752	New	+$325K	0.01%	1173

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

Integrated Wealth Concepts's IGM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Expanded Tech Sector ETF (IGM) stake by 73% in Q2 2026, buying an estimated $443K and bringing the position to 7,016 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1135.

Integrated Wealth Concepts first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q2 2025. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Integrated Wealth Concepts held 7,016 shares of iShares Expanded Tech Sector ETF worth $1.15M as of Q2 2026.
Integrated Wealth Concepts bought 2,960 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $443K.
iShares Expanded Tech Sector ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1135 holding.
Integrated Wealth Concepts first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's iShares Expanded Tech Sector ETF position peaked at $1.59M in Q2 2025.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.