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

Medallion 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
Q1 		$2.49K Buy
21
+4
+24% +$503 ﹤0.01% 976
2025
Q4 		$2.2K Buy
17
+2
+13% +$259 ﹤0.01% 978
2025
Q3 		$1.89K Buy
15
+2
+15% +$236 ﹤0.01% 987
2025
Q2 		$1.44K Buy
13
+2
+18% +$196 ﹤0.01% 994
2025
Q1 		$1.01K Buy
+11
New +$1.11K ﹤0.01% 988

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Medallion Wealth Advisors's IGM Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 24% in Q1 2026, buying an estimated $503 and bringing the position to 21 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Medallion Wealth Advisors first reported a position in IGM in Q1 2025 and has held it in 5 quarters since. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Medallion Wealth Advisors held 21 shares of iShares Expanded Tech Sector ETF worth $2.49K as of Q1 2026.
  • Medallion Wealth Advisors bought 4 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $503.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #976 holding.
  • Medallion Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 5 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.