KF
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KKM Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

KKM Financial’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 		$6.3M Sell
38,509
-4,458
-10% -$668K 0.86% 54
2026
Q1 		$5.55M Hold
42,967
– – 0.99% 39
2025
Q4 		$5.55M Sell
42,967
-3,098
-7% -$401K 0.99% 39
2025
Q3 		$5.8M Sell
46,065
-2,456
-5% -$290K 1.82% 11
2025
Q2 		$5.52M Sell
48,521
-3,722
-7% -$366K 1.92% 7
2025
Q1 		$4.84M Sell
52,243
-869
-2% -$87.8K 2.05% 6
2024
Q4 		$5.49M Buy
53,112
+15,023
+39% +$1.51M 2.29% 5
2024
Q3 		$3.65M Sell
38,089
-4,695
-11% -$434K 1.81% 10
2024
Q2 		$4.44M Sell
42,784
-6,033
-12% -$528K 2.1% 7
2024
Q1 		$4.21M Buy
48,817
+18,979
+64% +$1.55M 2.05% 7
2023
Q4 		$2.23M Buy
+29,838
New +$2.04M 1.4% 25

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KKM Financial's IGM Position: Q2 2026 in Review

KKM Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 10% in Q2 2026, selling an estimated $668K and leaving 38,509 shares worth $6.3M. The position accounts for 0.86% of the portfolio, ranked #54.

KKM Financial first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • KKM Financial held 38,509 shares of iShares Expanded Tech Sector ETF worth $6.3M as of Q2 2026.
  • KKM Financial sold 4,458 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $668K.
  • iShares Expanded Tech Sector ETF made up 0.86% of KKM Financial's portfolio in Q2 2026, its #54 holding.
  • KKM Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.