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

LM 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	$480K	Buy	3,000 +2,644	+743%	+$396K	0.06%	155
2026 Q1	$3K	Sell	356 -31	-8%	-$3.9K	0.05%	160
2025 Q4	$3K	Sell	387 -2,613	-87%	-$338K	0.05%	153
2025 Q3	$378K	Hold	3,000	–	–	0.05%	148
2025 Q2	$337K	Hold	3,000	–	–	0.04%	146
2025 Q1	$272K	Hold	3,000	–	–	0.05%	192
2024 Q4	$306K	Hold	3,000	–	–	0.05%	157
2024 Q3	$288K	Hold	3,000	–	–	0.06%	146
2024 Q2	$283K	Hold	3,000	–	–	﹤0.01%	159
2024 Q1	$259K	Hold	3,000	–	–	0.04%	186
2023 Q4	$224K	Buy	+3,000	New	+$205K	0.05%	186

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LM Advisors's IGM Position: Q2 2026 in Review

LM Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 743% in Q2 2026, buying an estimated $396K and bringing the position to 3,000 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #155.

LM Advisors first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

LM Advisors held 3,000 shares of iShares Expanded Tech Sector ETF worth $480K as of Q2 2026.
LM Advisors bought 2,644 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $396K.
iShares Expanded Tech Sector ETF made up 0.06% of LM Advisors's portfolio in Q2 2026, its #155 holding.
LM Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.