Regatta Research & Money Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Regatta Research & Money Management’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	$342K	Buy	+2,098	New	+$314K	0.32%	63

Other funds holding IGM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regatta Research & Money Management's IGM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 2,098 shares worth $342K. The stake represents 0.32% of the portfolio and ranks #63 among its holdings.

450 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Regatta Research & Money Management held 2,098 shares of iShares Expanded Tech Sector ETF worth $342K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.32% of Regatta Research & Money Management's portfolio in Q2 2026, its #63 holding.
450 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.