OWA
IGM icon

One Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

One Wealth 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
Q2 		$1.89M Sell
11,527
-131
-1% -$19.6K 0.21% 74
2026
Q1 		$1.38M Sell
11,658
-1,452
-11% -$183K 0.17% 79
2025
Q4 		$1.69M Sell
13,110
-160
-1% -$20.7K 0.21% 73
2025
Q3 		$1.67M Sell
13,270
-1,253
-9% -$148K 0.21% 74
2025
Q2 		$1.63M Buy
14,523
+1,443
+11% +$142K 0.23% 70
2025
Q1 		$1.19M Buy
13,080
+3,813
+41% +$385K 0.18% 83
2024
Q4 		$946K Sell
9,267
-68
-0.7% -$6.83K 0.14% 80
2024
Q3 		$896K Sell
9,335
-777
-8% -$71.8K 0.14% 83
2024
Q2 		$889K Buy
10,112
+2,552
+34% +$223K 0.19% 64
2024
Q1 		$652K Hold
7,560
– – 0.11% 101
2023
Q4 		$565K Sell
7,560
-156
-2% -$10.7K 0.11% 99
2023
Q3 		$491K Sell
7,716
-2,382
-24% -$157K 0.11% 98
2023
Q2 		$661K Buy
10,098
+12
+0.1% +$714 0.14% 83
2023
Q1 		$570K Sell
10,086
-486
-5% -$25.3K 0.13% 87
2022
Q4 		$493K Sell
10,572
-4,578
-30% -$219K 0.11% 99
2022
Q3 		$698K Buy
+15,150
New +$798K 0.23% 57
2022
Q2 		– Sell
-8,496
Closed -$550K – 198
2022
Q1 		$550K Buy
+8,496
New +$547K 0.13% 85

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

One Wealth Advisors's IGM Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q2 2026, selling an estimated $19.6K and leaving 11,527 shares worth $1.89M. The position accounts for 0.21% of the portfolio, ranked #74.

One Wealth Advisors first reported a position in IGM in Q1 2022 and has held it in 17 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • One Wealth Advisors held 11,527 shares of iShares Expanded Tech Sector ETF worth $1.89M as of Q2 2026.
  • One Wealth Advisors sold 131 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $19.6K.
  • iShares Expanded Tech Sector ETF made up 0.21% of One Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • One Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 17 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.