KGP
IGM icon

Keystone Global Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Keystone Global Partners’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 		$4.58M Hold
28,003
– – 1.73% 19
2026
Q1 		$3.32M Hold
28,003
– – 1.47% 21
2025
Q4 		$3.62M Sell
28,003
-460
-2% -$59.6K 1.59% 18
2025
Q3 		$3.58M Sell
28,463
-1,968
-6% -$232K 1.83% 17
2025
Q2 		$3.42M Sell
30,431
-869
-3% -$85.4K 1.86% 17
2025
Q1 		$2.84M Buy
+31,300
New +$3.16M 1.99% 19

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Keystone Global Partners's IGM Position: Q2 2026 in Review

Keystone Global Partners held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 28,003 shares worth $4.58M. The position accounts for 1.73% of the portfolio, ranked #19.

Keystone Global Partners first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Keystone Global Partners held 28,003 shares of iShares Expanded Tech Sector ETF worth $4.58M as of Q2 2026.
  • Keystone Global Partners left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 1.73% of Keystone Global Partners's portfolio in Q2 2026, its #19 holding.
  • Keystone Global Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.