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

Navigoe 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	$88K	Hold	540	–	–	0.05%	71
2026 Q1	$63K	Hold	540	–	–	0.04%	72
2025 Q4	$69K	Hold	540	–	–	0.04%	68
2025 Q3	$68K	Hold	540	–	–	0.04%	68
2025 Q2	$60K	Hold	540	–	–	0.05%	60
2025 Q1	$48K	Hold	540	–	–	0.04%	67
2024 Q4	$55K	Buy	+540	New	+$54.3K	0.05%	62

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

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

Navigoe Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 540 shares worth $88K. The position accounts for 0.05% of the portfolio, ranked #71.

Navigoe Wealth Management first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Navigoe Wealth Management held 540 shares of iShares Expanded Tech Sector ETF worth $88K as of Q2 2026.
Navigoe Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.05% of Navigoe Wealth Management's portfolio in Q2 2026, its #71 holding.
Navigoe Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.