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

Kestra Private Wealth 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	$227K	Buy	+1,389	New	+$208K	﹤0.01%	1625
2026 Q1	–	Sell	-1,582	Closed	-$204K	–	1819
2025 Q4	$204K	Sell	1,582 -75	-5%	-$9.71K	﹤0.01%	1591
2025 Q3	$209K	Buy	+1,657	New	+$195K	﹤0.01%	1541
2021 Q2	–	Sell	-12,636	Closed	-$760K	–	903
2021 Q1	$760K	Sell	12,636 -648	-5%	-$38.8K	0.05%	358
2020 Q4	$772K	Sell	13,284 -846	-6%	-$46.3K	0.06%	332
2020 Q3	$728K	Buy	+14,130	New	+$713K	0.06%	308

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 22.9% 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

Kestra Private Wealth Services's IGM Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,389 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in IGM as recently as Q4 2025.

Kestra Private Wealth Services first reported a position in IGM in Q3 2020 and has held it in 6 quarters since. The position peaked at $772K in Q4 2020. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Kestra Private Wealth Services held 1,389 shares of iShares Expanded Tech Sector ETF worth $227K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Kestra Private Wealth Services position in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1625 holding.
Kestra Private Wealth Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 6 quarters since.
Kestra Private Wealth Services's iShares Expanded Tech Sector ETF position peaked at $772K in Q4 2020.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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