Novak & Powell Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Novak & Powell Financial Services’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	$245K	Buy	+1,500	New	+$225K	0.12%	150

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

Novak & Powell Financial Services's IGM Position: Q2 2026 in Review

Novak & Powell Financial Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,500 shares worth $245K. The stake represents 0.12% of the portfolio and ranks #150 among its holdings.

557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Novak & Powell Financial Services held 1,500 shares of iShares Expanded Tech Sector ETF worth $245K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Novak & Powell Financial Services position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.12% of Novak & Powell Financial Services's portfolio in Q2 2026, its #150 holding.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.