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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
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

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

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. 560 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.
  • 560 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.