Mount Yale Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Mount Yale 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 Q1	$273K	Buy	+2,307	New	+$290K	0.01%	937

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mount Yale Investment Advisors's IGM Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2026: 2,307 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #937 among its holdings.

506 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Mount Yale Investment Advisors held 2,307 shares of iShares Expanded Tech Sector ETF worth $273K as of Q1 2026.
iShares Expanded Tech Sector ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #937 holding.
506 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.