JBW
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Journey Beyond Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Journey Beyond Wealth’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 		$4.46M Sell
27,273
-2,553
-9% -$382K 3.48% 10
2026
Q1 		$3.53M Buy
29,826
+2,567
+9% +$323K 3.04% 10
2025
Q4 		$3.52M Sell
27,259
-3,487
-11% -$452K 2.8% 11
2025
Q3 		$3.87M Sell
30,746
-2,386
-7% -$281K 3.19% 12
2025
Q2 		$3.72M Buy
33,132
+5,900
+22% +$580K 3.14% 11
2025
Q1 		$2.47M Buy
27,232
+3,895
+17% +$393K 2.31% 15
2024
Q4 		$2.38M Buy
+23,337
New +$2.35M 2.24% 15

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Journey Beyond Wealth's IGM Position: Q2 2026 in Review

Journey Beyond Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 8.6% in Q2 2026, selling an estimated $382K and leaving 27,273 shares worth $4.46M. The position accounts for 3.48% of the portfolio, ranked #10.

Journey Beyond Wealth first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Journey Beyond Wealth held 27,273 shares of iShares Expanded Tech Sector ETF worth $4.46M as of Q2 2026.
  • Journey Beyond Wealth sold 2,553 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $382K.
  • iShares Expanded Tech Sector ETF made up 3.48% of Journey Beyond Wealth's portfolio in Q2 2026, its #10 holding.
  • Journey Beyond Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
  • 385 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.