Money Concepts Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Money Concepts Capital’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	$221K	Buy	+1,351	New	+$202K	0.01%	588
2026 Q1	–	Sell	-1,634	Closed	-$211K	–	587
2025 Q4	$211K	Sell	1,634 -180	-10%	-$23.3K	0.01%	496
2025 Q3	$228K	Sell	1,814 -2,323	-56%	-$274K	0.01%	434
2025 Q2	$465K	Buy	+4,137	New	+$406K	0.03%	314
2025 Q1	–	Sell	-2,132	Closed	-$218K	–	425
2024 Q4	$218K	Sell	2,132 -50	-2%	-$5.03K	0.02%	384
2024 Q3	$209K	Sell	2,182 -16,744	-88%	-$1.55M	0.02%	391
2024 Q2	$1.78M	Buy	+18,926	New	+$1.66M	0.15%	150
2023 Q2	–	Sell	-69,990	Closed	-$383K	–	410
2023 Q1	$383K	Buy	69,990 +67,020	+2,257%	+$3.5M	0.02%	326
2022 Q4	$138K	Buy	2,970 +1,206	+68%	+$57.8K	0.01%	842
2022 Q3	$81K	Buy	1,764 +30	+2%	+$1.58K	﹤0.01%	613
2022 Q2	$85K	Sell	1,734 -2,772	-62%	-$152K	0.01%	600
2022 Q1	$292K	Buy	4,506 +2,994	+198%	+$193K	0.02%	588
2021 Q4	$111K	Buy	+1,512	New	+$109K	0.01%	540
2021 Q1	$65K	Hold	1,086	–	–	0.01%	550
2020 Q4	$63K	Buy	+1,086	New	+$59.5K	0.01%	497

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 22.9% 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

Money Concepts Capital's IGM Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,351 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in IGM as recently as Q4 2025.

Money Concepts Capital first reported a position in IGM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.78M in Q2 2024. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Money Concepts Capital held 1,351 shares of iShares Expanded Tech Sector ETF worth $221K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Money Concepts Capital position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #588 holding.
Money Concepts Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 15 quarters since.
Money Concepts Capital's iShares Expanded Tech Sector ETF position peaked at $1.78M in Q2 2024.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.