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Nikulski Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Nikulski Financial’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 		$868K Sell
5,307
-5,137
-49% -$769K 0.19% 99
2026
Q1 		$1.24M Hold
10,444
– – 0.31% 83
2025
Q4 		$1.35M Sell
10,444
-2,283
-18% -$296K 0.32% 74
2025
Q3 		$1.6M Sell
12,727
-241
-2% -$28.4K 0.4% 59
2025
Q2 		$1.46M Sell
12,968
-4,222
-25% -$415K 0.4% 61
2025
Q1 		$1.56M Sell
17,190
-108
-0.6% -$10.9K 0.47% 59
2024
Q4 		$1.77M Buy
17,298
+1,981
+13% +$199K 0.52% 56
2024
Q3 		$1.47M Sell
15,317
-2,029
-12% -$188K 0.44% 59
2024
Q2 		$1.64M Hold
17,346
– – 0.52% 52
2024
Q1 		$1.49M Buy
17,346
+2,526
+17% +$206K 0.5% 53
2023
Q4 		$1.11M Sell
14,820
-444
-3% -$30.4K 0.41% 59
2023
Q3 		$972K Buy
15,264
+2,022
+15% +$133K 0.4% 64
2023
Q2 		$867K Buy
13,242
+12
+0.1% +$714 0.36% 67
2023
Q1 		$748K Hold
13,230
– – 0.33% 70
2022
Q4 		$617K Buy
13,230
+1,350
+11% +$64.7K 0.29% 78
2022
Q3 		$547K Sell
11,880
-36
-0.3% -$1.9K 0.28% 77
2022
Q2 		$585K Sell
11,916
-3,228
-21% -$177K 0.29% 76
2022
Q1 		$981K Sell
15,144
-282
-2% -$18.2K 0.41% 62
2021
Q4 		$1.13M Sell
15,426
-1,740
-10% -$125K 0.47% 56
2021
Q3 		$1.16M Buy
17,166
+2,202
+15% +$153K 0.53% 56
2021
Q2 		$1.03M Sell
14,964
-594
-4% -$37.8K 0.48% 55
2021
Q1 		$936K Sell
15,558
-3,396
-18% -$203K 0.48% 54
2020
Q4 		$1.1M Buy
18,954
+2,286
+14% +$125K 0.61% 47
2020
Q3 		$859K Buy
16,668
+2,064
+14% +$104K 0.54% 48
2020
Q2 		$679K Buy
14,604
+2,220
+18% +$93.3K 0.48% 51
2020
Q1 		$437K Buy
+12,384
New +$496K 0.38% 54

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

Nikulski Financial's IGM Position: Q2 2026 in Review

Nikulski Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 49% in Q2 2026, selling an estimated $769K and leaving 5,307 shares worth $868K. The position accounts for 0.19% of the portfolio, ranked #99.

Nikulski Financial first reported a position in IGM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.77M in Q4 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Nikulski Financial held 5,307 shares of iShares Expanded Tech Sector ETF worth $868K as of Q2 2026.
  • Nikulski Financial sold 5,137 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $769K.
  • iShares Expanded Tech Sector ETF made up 0.19% of Nikulski Financial's portfolio in Q2 2026, its #99 holding.
  • Nikulski Financial first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 26 quarters since.
  • Nikulski Financial's iShares Expanded Tech Sector ETF position peaked at $1.77M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.