Marshall & Sterling Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Marshall & Sterling Wealth 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	$518K	Buy	3,169 +406	+15%	+$60.8K	0.31%	62
2026 Q1	$327K	Buy	2,763 +1,659	+150%	+$209K	0.21%	76
2025 Q4	$143K	Buy	1,104 +474	+75%	+$61.4K	0.09%	99
2025 Q3	$79.3K	Buy	+630	New	+$74.3K	0.05%	133

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

Marshall & Sterling Wealth Advisors's IGM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 15% in Q2 2026, buying an estimated $60.8K and bringing the position to 3,169 shares worth $518K. The position accounts for 0.31% of the portfolio, ranked #62.

Marshall & Sterling Wealth Advisors first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 3,169 shares of iShares Expanded Tech Sector ETF worth $518K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 406 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $60.8K.
iShares Expanded Tech Sector ETF made up 0.31% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.