Key Financial Inc’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Key Financial Inc’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	$42.2K	Hold	258	–	–	0.01%	573
2026 Q1	$30.6K	Hold	258	–	–	0.01%	632
2025 Q4	$33.3K	Hold	258	–	–	0.01%	612
2025 Q3	$32.7K	Hold	258	–	–	0.01%	598
2025 Q2	$29K	Hold	258	–	–	0.01%	606
2025 Q1	$23.4K	Hold	258	–	–	0.01%	627
2024 Q4	$26.3K	Hold	258	–	–	0.01%	594
2024 Q3	$24.8K	Hold	258	–	–	0.01%	608
2024 Q2	$24.3K	Hold	258	–	–	0.01%	597
2024 Q1	$22.2K	Hold	258	–	–	0.01%	586
2023 Q4	$19.3K	Hold	258	–	–	0.01%	599
2023 Q3	$16.4K	Hold	258	–	–	0.01%	610
2023 Q2	$16.9K	Hold	258	–	–	0.01%	607
2023 Q1	$14.6K	Hold	258	–	–	0.01%	600
2022 Q4	$11.9K	Hold	258	–	–	0.01%	589
2022 Q3	$12K	Hold	258	–	–	0.01%	592
2022 Q2	$13K	Buy	+258	New	+$14.2K	0.01%	571

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

Key Financial Inc's IGM Position: Q2 2026 in Review

Key Financial Inc held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 258 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #573.

Key Financial Inc first reported a position in IGM in Q2 2022 and has held it in 17 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Key Financial Inc held 258 shares of iShares Expanded Tech Sector ETF worth $42.2K as of Q2 2026.
Key Financial Inc left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #573 holding.
Key Financial Inc first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and has held it in 17 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.