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 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 $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kestra Private Wealth Services's IGM Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 1,582 shares — an estimated $204K sold.

Kestra Private Wealth Services first reported a position in IGM in Q3 2020 and held it in 5 quarters. The position peaked at $772K in Q4 2020. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Kestra Private Wealth Services reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 1,582 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $204K.
Kestra Private Wealth Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 5 quarters.
Kestra Private Wealth Services's iShares Expanded Tech Sector ETF position peaked at $772K in Q4 2020.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.