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 Q2	$3.44K	Hold	21	–	–	﹤0.01%	911
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 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

Medallion Wealth Advisors's IGM Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 21 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Medallion Wealth Advisors first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Medallion Wealth Advisors held 21 shares of iShares Expanded Tech Sector ETF worth $3.44K as of Q2 2026.
Medallion Wealth Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #911 holding.
Medallion Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.