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

Legacy 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 		$540K Hold
3,300
– – 0.05% 177
2026
Q1 		$391K Hold
3,300
– – 0.05% 184
2025
Q4 		$426K Hold
3,300
– – 0.05% 179
2025
Q3 		$416K Buy
+3,300
New +$389K 0.05% 169
2025
Q2 		– Sell
-3,300
Closed -$299K – 195
2025
Q1 		$299K Hold
3,300
– – 0.03% 326
2024
Q4 		$337K Hold
3,300
– – 0.03% 297
2024
Q3 		$317K Hold
3,300
– – 0.03% 291
2024
Q2 		$311K Buy
+3,300
New +$289K 0.04% 251

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
IIA
Integrity Investment Advisors Fort Collins, Colorado $230M AUM 23.39% 1-Year Est. Return

Legacy Advisors's IGM Position: Q2 2026 in Review

Legacy Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,300 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #177.

Legacy Advisors first reported a position in IGM in Q2 2024 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Legacy Advisors held 3,300 shares of iShares Expanded Tech Sector ETF worth $540K as of Q2 2026.
  • Legacy Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #177 holding.
  • Legacy Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 8 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.