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

Midland 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	$8.17M	Sell	49,955 -3,062	-6%	-$459K	0.38%	26
2026 Q1	$6.28M	Buy	53,017 +54	+0.1%	+$6.79K	0.32%	28
2025 Q4	$6.84M	Sell	52,963 -211	-0.4%	-$27.3K	0.36%	24
2025 Q3	$6.7M	Buy	53,174 +6,103	+13%	+$720K	0.36%	24
2025 Q2	$5.29M	Sell	47,071 -201	-0.4%	-$19.7K	0.29%	23
2025 Q1	$4.29M	Buy	47,272 +9,907	+27%	+$1M	0.25%	24
2024 Q4	$3.81M	Sell	37,365 -36,211	-49%	-$3.64M	0.23%	27
2024 Q3	$7.06M	Sell	73,576 -45	-0.1%	-$4.16K	0.41%	19
2024 Q2	$6.94M	Buy	73,621 +49,063	+200%	+$4.3M	0.41%	19
2024 Q1	$2.12M	Sell	24,558 -78	-0.3%	-$6.35K	0.13%	43
2023 Q4	$1.84M	Buy	+24,636	New	+$1.68M	0.13%	46

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

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

Midland Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 5.8% in Q2 2026, selling an estimated $459K and leaving 49,955 shares worth $8.17M. The position accounts for 0.38% of the portfolio, ranked #26.

Midland Wealth Advisors first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Midland Wealth Advisors held 49,955 shares of iShares Expanded Tech Sector ETF worth $8.17M as of Q2 2026.
Midland Wealth Advisors sold 3,062 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $459K.
iShares Expanded Tech Sector ETF made up 0.38% of Midland Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Midland Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.