Kennedy Investment Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kennedy Investment Group’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	$1.25M	Buy	7,629 +4	+0.1%	+$599	0.42%	54
2026 Q1	$904K	Buy	7,625 +455	+6%	+$57.2K	0.35%	68
2025 Q4	$926K	Buy	7,170 +482	+7%	+$62.4K	0.35%	68
2025 Q3	$842K	Buy	6,688 +1,010	+18%	+$119K	0.33%	66
2025 Q2	$638K	Buy	5,678 +199	+4%	+$19.5K	0.27%	81
2025 Q1	$497K	Buy	5,479 +939	+21%	+$94.8K	0.23%	88
2024 Q4	$463K	Hold	4,540	–	–	0.21%	90
2024 Q3	$436K	Buy	4,540 +580	+15%	+$53.6K	0.2%	93
2024 Q2	$373K	Hold	3,960	–	–	0.19%	92
2024 Q1	$341K	Hold	3,960	–	–	0.18%	95
2023 Q4	$296K	Hold	3,960	–	–	0.17%	98
2023 Q3	$252K	Buy	3,960 +90	+2%	+$5.93K	0.15%	101
2023 Q2	$253K	Hold	3,870	–	–	0.15%	101
2023 Q1	$219K	Sell	3,870 -786	-17%	-$41K	0.13%	109
2022 Q4	$217K	Buy	+4,656	New	+$223K	0.14%	108

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

Kennedy Investment Group's IGM Position: Q2 2026 in Review

Kennedy Investment Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.05% in Q2 2026, buying an estimated $599 and bringing the position to 7,629 shares worth $1.25M. The position accounts for 0.42% of the portfolio, ranked #54.

Kennedy Investment Group first reported a position in IGM in Q4 2022 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Kennedy Investment Group held 7,629 shares of iShares Expanded Tech Sector ETF worth $1.25M as of Q2 2026.
Kennedy Investment Group bought 4 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $599.
iShares Expanded Tech Sector ETF made up 0.42% of Kennedy Investment Group's portfolio in Q2 2026, its #54 holding.
Kennedy Investment Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 15 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.