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McGrath & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

McGrath & Associates’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 		$370K Hold
2,260
– – 0.48% 28
2026
Q1 		$268K Hold
2,260
– – 0.39% 36
2025
Q4 		$292K Hold
2,260
– – 0.41% 39
2025
Q3 		$285K Hold
2,260
– – 0.42% 37
2025
Q2 		$254K Hold
2,260
– – 0.41% 38
2025
Q1 		$205K Hold
2,260
– – 0.37% 42
2024
Q4 		$231K Buy
+2,260
New +$227K 0.47% 37

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
IIA
Integrity Investment Advisors Fort Collins, Colorado $230M AUM 23.39% 1-Year Est. Return

McGrath & Associates's IGM Position: Q2 2026 in Review

McGrath & Associates held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,260 shares worth $370K. The position accounts for 0.48% of the portfolio, ranked #28.

McGrath & Associates first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • McGrath & Associates held 2,260 shares of iShares Expanded Tech Sector ETF worth $370K as of Q2 2026.
  • McGrath & Associates left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.48% of McGrath & Associates's portfolio in Q2 2026, its #28 holding.
  • McGrath & Associates first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.