Kingswood Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kingswood Wealth Advisors’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	$767K	Sell	4,686 -8	-0.2%	-$1.2K	0.03%	490
2026 Q1	$556K	Buy	4,694 +138	+3%	+$17.4K	0.03%	523
2025 Q4	$588K	Buy	4,556 +16	+0.4%	+$2.07K	0.03%	481
2025 Q3	$572K	Buy	4,540 +159	+4%	+$18.8K	0.03%	448
2025 Q2	$492K	Sell	4,381 -79	-2%	-$7.76K	0.04%	420
2025 Q1	$404K	Buy	4,460 +329	+8%	+$33.2K	0.04%	454
2024 Q4	$422K	Sell	4,131 -12	-0.3%	-$1.21K	0.03%	495
2024 Q3	$397K	Buy	4,143 +313	+8%	+$28.9K	0.03%	517
2024 Q2	$361K	Buy	+3,830	New	+$335K	0.03%	473

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

Kingswood Wealth Advisors's IGM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.17% in Q2 2026, selling an estimated $1.2K and leaving 4,686 shares worth $767K. The position accounts for 0.03% of the portfolio, ranked #490.

Kingswood Wealth Advisors first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Kingswood Wealth Advisors held 4,686 shares of iShares Expanded Tech Sector ETF worth $767K as of Q2 2026.
Kingswood Wealth Advisors sold 8 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.2K.
iShares Expanded Tech Sector ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #490 holding.
Kingswood Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.