MWM
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Meridian Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Meridian Wealth 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 		$9.55M Sell
58,381
-5,754
-9% -$862K 0.29% 68
2026
Q1 		$7.6M Sell
64,135
-85
-0.1% -$10.7K 0.27% 77
2025
Q4 		$8.29M Hold
64,220
– – 0.29% 65
2025
Q3 		$8.09M Hold
64,220
– – 0.31% 66
2025
Q2 		$7.21M Hold
64,220
– – 0.31% 71
2025
Q1 		$5.82M Buy
64,220
+1,282
+2% +$129K 0.28% 83
2024
Q4 		$6.43M Sell
62,938
-504
-0.8% -$50.7K 0.3% 72
2024
Q3 		$6.09M Buy
+63,442
New +$5.86M 0.3% 72
2024
Q2 		– Sell
-69,612
Closed -$6M – 399
2024
Q1 		$6M Hold
69,612
– – 1% 21
2023
Q4 		$5.2M Sell
69,612
-62,604
-47% -$4.28M 0.33% 68
2023
Q3 		$8.42M Buy
132,216
+58,608
+80% +$3.86M 0.52% 38
2023
Q2 		$4.82M Sell
73,608
-28,356
-28% -$1.69M 0.41% 46
2023
Q1 		$5.77M Hold
101,964
– – 0.5% 33
2022
Q4 		$4.76M Hold
101,964
– – 0.47% 44
2022
Q3 		$4.7M Sell
101,964
-1,716
-2% -$90.4K 0.51% 37
2022
Q2 		$5.09M Hold
103,680
– – 0.42% 54
2022
Q1 		$6.72M Sell
103,680
-1,074
-1% -$69.1K 0.73% 25
2021
Q4 		$7.67M Hold
104,754
– – 0.82% 23
2021
Q3 		$7.05M Hold
104,754
– – 0.87% 22
2021
Q2 		$7.05M Buy
104,754
+540
+0.5% +$34.4K 0.9% 18
2021
Q1 		$6.27M Buy
104,214
+1,716
+2% +$103K 0.91% 19
2020
Q4 		$5.98M Buy
+102,498
New +$5.61M 0.95% 20

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meridian Wealth Management's IGM Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 9% in Q2 2026, selling an estimated $862K and leaving 58,381 shares worth $9.55M. The position accounts for 0.29% of the portfolio, ranked #68.

Meridian Wealth Management first reported a position in IGM in Q4 2020 and has held it in 22 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Meridian Wealth Management held 58,381 shares of iShares Expanded Tech Sector ETF worth $9.55M as of Q2 2026.
  • Meridian Wealth Management sold 5,754 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $862K.
  • iShares Expanded Tech Sector ETF made up 0.29% of Meridian Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Meridian Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 22 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.