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

OneDigital 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
Q2 		$3.96M Sell
24,194
-1,177
-5% -$176K 0.03% 350
2026
Q1 		$3.01M Sell
25,371
-3,692
-13% -$465K 0.03% 377
2025
Q4 		$3.75M Sell
29,063
-1,561
-5% -$202K 0.04% 323
2025
Q3 		$3.86M Buy
30,624
+2,037
+7% +$240K 0.04% 292
2025
Q2 		$3.21M Sell
28,587
-3,182
-10% -$313K 0.04% 313
2025
Q1 		$2.88M Buy
31,769
+12,821
+68% +$1.29M 0.03% 317
2024
Q4 		$1.93M Sell
18,948
-927
-5% -$93.2K 0.02% 429
2024
Q3 		$1.91M Buy
19,875
+4,890
+33% +$452K 0.02% 450
2024
Q2 		$1.41M Buy
14,985
+11,003
+276% +$963K 0.02% 513
2024
Q1 		$343K Sell
3,982
-14
-0.4% -$1.14K 0.01% 868
2023
Q4 		$298K Buy
3,996
+108
+3% +$7.38K 0.01% 908
2023
Q3 		$248K Buy
3,888
+702
+22% +$46.3K 0.01% 870
2023
Q2 		$209K Buy
+3,186
New +$189K ﹤0.01% 952

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

OneDigital Investment Advisors's IGM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.6% in Q2 2026, selling an estimated $176K and leaving 24,194 shares worth $3.96M. The position accounts for 0.03% of the portfolio, ranked #350.

OneDigital Investment Advisors first reported a position in IGM in Q2 2023 and has held it in 13 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • OneDigital Investment Advisors held 24,194 shares of iShares Expanded Tech Sector ETF worth $3.96M as of Q2 2026.
  • OneDigital Investment Advisors sold 1,177 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $176K.
  • iShares Expanded Tech Sector ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #350 holding.
  • OneDigital Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 13 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.