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Kestra Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kestra Advisory Services’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 		$6.63M Sell
40,505
-128
-0.3% -$19.2K 0.02% 695
2026
Q1 		$4.82M Sell
40,633
-7,470
-16% -$940K 0.02% 811
2025
Q4 		$6.21M Sell
48,103
-4,106
-8% -$532K 0.03% 609
2025
Q3 		$6.58M Buy
52,209
+4,972
+11% +$586K 0.03% 549
2025
Q2 		$5.31M Buy
47,237
+13,045
+38% +$1.28M 0.03% 609
2025
Q1 		$3.1M Buy
34,192
+5,174
+18% +$523K 0.02% 784
2024
Q4 		$2.96M Buy
29,018
+13,068
+82% +$1.31M 0.02% 803
2024
Q3 		$1.53M Buy
15,950
+99
+0.6% +$9.15K 0.01% 1101
2024
Q2 		$1.49M Buy
15,851
+611
+4% +$53.5K 0.01% 1114
2024
Q1 		$1.31M Sell
15,240
-456
-3% -$37.1K 0.01% 1080
2023
Q4 		$1.17M Buy
15,696
+2,262
+17% +$155K 0.01% 1041
2023
Q3 		$856K Buy
13,434
+294
+2% +$19.4K 0.01% 1073
2023
Q2 		$860K Sell
13,140
-834
-6% -$49.6K 0.01% 1051
2023
Q1 		$790K Buy
13,974
+852
+6% +$44.4K 0.01% 1055
2022
Q4 		$612K Sell
13,122
-738
-5% -$35.4K 0.01% 1279
2022
Q3 		$638K Sell
13,860
-2,358
-15% -$124K 0.01% 1183
2022
Q2 		$796K Buy
16,218
+144
+0.9% +$7.9K 0.01% 1086
2022
Q1 		$1.04M Sell
16,074
-18,030
-53% -$1.16M 0.01% 934
2021
Q4 		$2.5M Buy
34,104
+9,150
+37% +$658K 0.03% 611
2021
Q3 		$1.68M Buy
24,954
+2,958
+13% +$206K 0.02% 782
2021
Q2 		$1.48M Sell
21,996
-37,302
-63% -$2.38M 0.02% 764
2021
Q1 		$3.57M Sell
59,298
-1,428
-2% -$85.4K 0.05% 412
2020
Q4 		$3.53M Buy
60,726
+60,006
+8,334% +$3.29M 0.04% 422
2020
Q3 		$2.48M Buy
+720
New +$36.3K 0.05% 381

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

Kestra Advisory Services's IGM Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.32% in Q2 2026, selling an estimated $19.2K and leaving 40,505 shares worth $6.63M. The position accounts for 0.02% of the portfolio, ranked #695.

Kestra Advisory Services first reported a position in IGM in Q3 2020 and has held it in 24 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Kestra Advisory Services held 40,505 shares of iShares Expanded Tech Sector ETF worth $6.63M as of Q2 2026.
  • Kestra Advisory Services sold 128 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $19.2K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #695 holding.
  • Kestra Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 24 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.