JFS Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

JFS Wealth 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	$20.4K	Hold	125	–	–	﹤0.01%	762
2026 Q1	$14.8K	Hold	125	–	–	﹤0.01%	818
2025 Q4	$16.1K	Hold	125	–	–	﹤0.01%	813
2025 Q3	$15.7K	Sell	125 -59	-32%	-$6.96K	﹤0.01%	750
2025 Q2	$20.7K	Sell	184 -365	-66%	-$35.9K	﹤0.01%	652
2025 Q1	$49.8K	Buy	549 +454	+478%	+$45.9K	﹤0.01%	471
2024 Q4	$9.7K	Sell	95 -22	-19%	-$2.21K	﹤0.01%	862
2024 Q3	$11.2K	Buy	+117	New	+$10.8K	﹤0.01%	819

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

JFS Wealth Advisors's IGM Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 125 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

JFS Wealth Advisors first reported a position in IGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $49.8K in Q1 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

JFS Wealth Advisors held 125 shares of iShares Expanded Tech Sector ETF worth $20.4K as of Q2 2026.
JFS Wealth Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #762 holding.
JFS Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $49.8K in Q1 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.