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Larson Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Larson Financial Group’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 		$26K Sell
159
-12
-7% -$1.8K ﹤0.01% 1854
2026
Q1 		$20.3K Buy
171
+129
+307% +$16.2K ﹤0.01% 1841
2025
Q4 		$5.46K Hold
42
– – ﹤0.01% 2422
2025
Q3 		$5.32K Hold
42
– – ﹤0.01% 2334
2025
Q2 		$4.74K Sell
42
-244
-85% -$24K ﹤0.01% 2090
2025
Q1 		$25.9K Buy
286
+244
+581% +$24.6K ﹤0.01% 1264
2024
Q4 		$4.3K Hold
42
– – ﹤0.01% 1705
2024
Q3 		$4.04K Hold
42
– – ﹤0.01% 1709
2024
Q2 		$3.97K Buy
42
+12
+40% +$1.05K ﹤0.01% 1487
2024
Q1 		$2.59K Hold
30
– – ﹤0.01% 1324
2023
Q4 		$2.27K Hold
30
– – ﹤0.01% 1351
2023
Q3 		$1.92K Buy
+30
New +$1.98K ﹤0.01% 1368

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

Larson Financial Group's IGM Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 7% in Q2 2026, selling an estimated $1.8K and leaving 159 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Larson Financial Group first reported a position in IGM in Q3 2023 and has held it in 12 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Larson Financial Group held 159 shares of iShares Expanded Tech Sector ETF worth $26K as of Q2 2026.
  • Larson Financial Group sold 12 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.8K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1854 holding.
  • Larson Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2023 and has held it in 12 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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