IFA
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Interactive Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Interactive Financial Advisors’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 		$4.89M Buy
30,172
+563
+2% +$84.3K 2.98% 11
2026
Q1 		$3.51M Buy
29,609
+411
+1% +$51.7K 2.3% 14
2025
Q4 		$3.77M Sell
29,198
-4,575
-14% -$593K 2.44% 14
2025
Q3 		$4.25M Sell
33,773
-12,242
-27% -$1.44M 2.3% 13
2025
Q2 		$5.17M Buy
46,015
+78
+0.2% +$7.66K 2.52% 10
2025
Q1 		$4.17M Buy
45,937
+233
+0.5% +$23.5K 2.2% 15
2024
Q4 		$4.67M Buy
45,704
+2,785
+6% +$280K 2.45% 12
2024
Q3 		$4.12M Buy
42,919
+1,656
+4% +$153K 2.12% 15
2024
Q2 		$3.89M Buy
41,263
+85
+0.2% +$7.44K 2.14% 15
2024
Q1 		$3.55M Buy
41,178
+14,178
+53% +$1.15M 1.96% 16
2023
Q4 		$541K Sell
27,000
-12,972
-32% -$887K 0.29% 50
2023
Q3 		$2.55M Buy
39,972
+1,860
+5% +$123K 1.72% 15
2023
Q2 		$2.5M Hold
38,112
– – 1.7% 16
2023
Q1 		$2.16M Sell
38,112
-528
-1% -$27.5K 1.38% 22
2022
Q4 		$1.8M Sell
38,640
-492
-1% -$23.6K 1.08% 25
2022
Q3 		$1.8M Sell
39,132
-3,888
-9% -$205K 1.05% 24
2022
Q2 		$2.13M Sell
43,020
-11,460
-21% -$629K 1.07% 25
2022
Q1 		$3.35M Sell
54,480
-216
-0.4% -$13.9K 1.57% 21
2021
Q4 		$4M Sell
54,696
-222
-0.4% -$16K 1.53% 21
2021
Q3 		$3.69M Buy
54,918
+72
+0.1% +$5K 1.61% 23
2021
Q2 		$3.69M Buy
54,846
+2,178
+4% +$139K 1.5% 25
2021
Q1 		$3.17M Buy
52,668
+1,290
+3% +$77.2K 1.33% 25
2020
Q4 		$3M Buy
51,378
+5,616
+12% +$308K 1.36% 21
2020
Q3 		$2.36M Buy
45,762
+9,216
+25% +$465K 1.17% 23
2020
Q2 		$1.7M Buy
36,546
+11,652
+47% +$490K 0.84% 29
2020
Q1 		$879K Buy
24,894
+2,664
+12% +$107K 0.78% 22
2019
Q4 		$897K Buy
22,230
+4,242
+24% +$162K 0.4% 39
2019
Q3 		$651K Buy
17,988
+10,242
+132% +$375K 0.3% 40
2019
Q2 		$278K Buy
+7,746
New +$274K 0.13% 66

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

Interactive Financial Advisors's IGM Position: Q2 2026 in Review

Interactive Financial Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.9% in Q2 2026, buying an estimated $84.3K and bringing the position to 30,172 shares worth $4.89M. The position accounts for 2.98% of the portfolio, ranked #11.

Interactive Financial Advisors first reported a position in IGM in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.17M in Q2 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Interactive Financial Advisors held 30,172 shares of iShares Expanded Tech Sector ETF worth $4.89M as of Q2 2026.
  • Interactive Financial Advisors bought 563 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $84.3K.
  • iShares Expanded Tech Sector ETF made up 2.98% of Interactive Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Interactive Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and has held it in 29 quarters since.
  • Interactive Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $5.17M in Q2 2025.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.