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

Legacy Financial Strategies’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 		$41.8M Sell
255,742
-318
-0.1% -$47.6K 6.48% 6
2026
Q1 		$30.3M Buy
256,060
+1,165
+0.5% +$147K 5.48% 6
2025
Q4 		$32.9M Sell
254,895
-45,551
-15% -$5.9M 5.83% 6
2025
Q3 		$37.8M Buy
300,446
+27,112
+10% +$3.2M 6.83% 5
2025
Q2 		$30.7M Buy
273,334
+14,018
+5% +$1.38M 6.03% 6
2025
Q1 		$23.5M Buy
259,316
+6,204
+2% +$627K 5.13% 6
2024
Q4 		$25.9M Buy
253,112
+7,490
+3% +$753K 5.57% 6
2024
Q3 		$23.6M Sell
245,622
-16,683
-6% -$1.54M 5.2% 6
2024
Q2 		$25.3M Buy
262,305
+14,409
+6% +$1.26M 6.08% 6
2024
Q1 		$21.4M Sell
247,896
-9,126
-4% -$743K 5.51% 6
2023
Q4 		$19.2M Buy
257,022
+5,922
+2% +$405K 5.47% 6
2023
Q3 		$16.8M Buy
251,100
+5,178
+2% +$341K 5.39% 6
2023
Q2 		$16.1M Buy
245,922
+9,876
+4% +$587K 5.38% 6
2023
Q1 		$13.3M Buy
236,046
+17,034
+8% +$888K 4.95% 6
2022
Q4 		$10.2M Buy
219,012
+6,750
+3% +$323K 4.23% 6
2022
Q3 		$9.78M Buy
212,262
+21,816
+11% +$1.15M 4.55% 6
2022
Q2 		$9.34M Buy
190,446
+11,160
+6% +$612K 4.61% 6
2022
Q1 		$11.6M Buy
179,286
+21,642
+14% +$1.39M 4.95% 5
2021
Q4 		$11.5M Buy
157,644
+1,134
+0.7% +$81.5K 4.99% 5
2021
Q3 		$10.5M Buy
156,510
+5,010
+3% +$348K 4.95% 6
2021
Q2 		$10.2M Buy
151,500
+7,242
+5% +$461K 4.89% 6
2021
Q1 		$8.68M Buy
144,258
+3,366
+2% +$201K 4.59% 7
2020
Q4 		$8.21M Buy
140,892
+12
+0% +$657 4.19% 8
2020
Q3 		$7.26M Buy
140,880
+117,822
+511% +$5.94M 4.18% 7
2020
Q2 		$1.07M Buy
23,058
+426
+2% +$17.9K 0.83% 14
2020
Q1 		$799K Buy
22,632
+408
+2% +$16.4K 0.76% 17
2019
Q4 		$897K Buy
22,224
+1,608
+8% +$61.2K 0.72% 27
2019
Q3 		$773K Buy
20,616
+1,092
+6% +$39.9K 0.69% 28
2019
Q2 		$727K Buy
19,524
+636
+3% +$22.5K 0.68% 25
2019
Q1 		$649K Buy
18,888
+1,884
+11% +$60.5K 0.55% 29
2018
Q4 		$487K Buy
17,004
+822
+5% +$25.4K 0.48% 32
2018
Q3 		$496K Buy
+16,182
New +$549K 0.5% 33

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 Financial Strategies's IGM Position: Q2 2026 in Review

Legacy Financial Strategies reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.12% in Q2 2026, selling an estimated $47.6K and leaving 255,742 shares worth $41.8M. The position accounts for 6.48% of the portfolio, ranked #6.

Legacy Financial Strategies first reported a position in IGM in Q3 2018 and has held it in 32 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Legacy Financial Strategies held 255,742 shares of iShares Expanded Tech Sector ETF worth $41.8M as of Q2 2026.
  • Legacy Financial Strategies sold 318 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $47.6K.
  • iShares Expanded Tech Sector ETF made up 6.48% of Legacy Financial Strategies's portfolio in Q2 2026, its #6 holding.
  • Legacy Financial Strategies first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and has held it in 32 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.