MIA
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Milestone Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Milestone Investment 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 		$5.73M Sell
35,000
-1,273
-4% -$191K 1.24% 28
2026
Q1 		$4.3M Buy
36,273
+155
+0.4% +$19.5K 1.04% 30
2025
Q4 		$4.66M Buy
36,118
+14
+0% +$1.81K 1.13% 29
2025
Q3 		$4.55M Buy
36,104
+191
+0.5% +$22.5K 1.13% 29
2025
Q2 		$4.03M Buy
35,913
+2,863
+9% +$281K 1.05% 30
2025
Q1 		$3M Sell
33,050
-3,352
-9% -$339K 0.83% 38
2024
Q4 		$3.72M Buy
36,402
+2,974
+9% +$299K 1.01% 29
2024
Q3 		$3.21M Sell
33,428
-2,290
-6% -$212K 0.9% 34
2024
Q2 		$3.37M Sell
35,718
-962
-3% -$84.2K 0.9% 31
2024
Q1 		$3.16M Sell
36,680
-364
-1% -$29.6K 0.85% 30
2023
Q4 		$2.77M Sell
37,044
-138
-0.4% -$9.44K 0.8% 31
2023
Q3 		$2.37M Buy
37,182
+486
+1% +$32K 0.67% 34
2023
Q2 		$2.4M Buy
36,696
+8,310
+29% +$494K 0.74% 31
2023
Q1 		$1.61M Buy
28,386
+606
+2% +$31.6K 0.5% 35
2022
Q4 		$1.3M Buy
+27,780
New +$1.33M 0.45% 35

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

Milestone Investment Advisors's IGM Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.5% in Q2 2026, selling an estimated $191K and leaving 35,000 shares worth $5.73M. The position accounts for 1.24% of the portfolio, ranked #28.

Milestone Investment Advisors first reported a position in IGM in Q4 2022 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Milestone Investment Advisors held 35,000 shares of iShares Expanded Tech Sector ETF worth $5.73M as of Q2 2026.
  • Milestone Investment Advisors sold 1,273 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $191K.
  • iShares Expanded Tech Sector ETF made up 1.24% of Milestone Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Milestone Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 15 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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