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Kozak & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kozak & Associates’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 		$40.9K Hold
254
– – 0.01% 159
2026
Q1 		$33.1K Hold
254
– – 0.01% 172
2025
Q4 		$33.3K Hold
254
– – 0.01% 167
2025
Q3 		$32.1K Hold
254
– – 0.01% 171
2025
Q2 		$28.9K Hold
254
– – 0.01% 178
2025
Q1 		$22.3K Buy
+254
New +$25.7K 0.01% 167

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

Kozak & Associates's IGM Position: Q2 2026 in Review

Kozak & Associates held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 254 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #159.

Kozak & Associates first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Kozak & Associates held 254 shares of iShares Expanded Tech Sector ETF worth $40.9K as of Q2 2026.
  • Kozak & Associates left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.01% of Kozak & Associates's portfolio in Q2 2026, its #159 holding.
  • Kozak & Associates first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.