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Keebeck Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Keebeck Wealth Management’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 		$2.29M Sell
13,987
-81
-0.6% -$12.1K 0.22% 107
2026
Q1 		$1.67M Sell
14,068
-17
-0.1% -$2.14K 0.19% 119
2025
Q4 		$1.82M Sell
14,085
-154
-1% -$19.9K 0.21% 117
2025
Q3 		$1.79M Hold
14,239
– – 0.21% 116
2025
Q2 		$1.6M Sell
14,239
-954
-6% -$93.7K 0.21% 115
2025
Q1 		$1.38M Buy
15,193
+1,744
+13% +$176K 0.2% 111
2024
Q4 		$1.37M Buy
13,449
+105
+0.8% +$10.6K 0.2% 110
2024
Q3 		$1.28M Buy
13,344
+5,817
+77% +$538K 0.19% 116
2024
Q2 		$710K Buy
7,527
+33
+0.4% +$2.89K 0.1% 147
2024
Q1 		$646K Sell
7,494
-252
-3% -$20.5K 0.1% 162
2023
Q4 		$579K Sell
7,746
-222
-3% -$15.2K 0.1% 167
2023
Q3 		$508K Sell
7,968
-11,454
-59% -$755K 0.09% 172
2023
Q2 		$1.27M Buy
19,422
+11,154
+135% +$663K 0.17% 111
2023
Q1 		$468K Buy
+8,268
New +$431K 0.08% 168

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

Keebeck Wealth Management's IGM Position: Q2 2026 in Review

Keebeck Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.58% in Q2 2026, selling an estimated $12.1K and leaving 13,987 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #107.

Keebeck Wealth Management first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Keebeck Wealth Management held 13,987 shares of iShares Expanded Tech Sector ETF worth $2.29M as of Q2 2026.
  • Keebeck Wealth Management sold 81 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Expanded Tech Sector ETF made up 0.22% of Keebeck Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Keebeck Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.