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

Paragon 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	$6.28M	Buy	38,366 +397	+1%	+$59.5K	1.32%	20
2026 Q1	$4.5M	Sell	37,969 -615	-2%	-$77.4K	1.21%	23
2025 Q4	$4.98M	Sell	38,584 -2,833	-7%	-$367K	1.35%	20
2025 Q3	$5.22M	Buy	41,417 +3,459	+9%	+$408K	1.35%	16
2025 Q2	$4.26M	Buy	+37,958	New	+$3.73M	1.11%	26

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

Paragon Advisors's IGM Position: Q2 2026 in Review

Paragon Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 1% in Q2 2026, buying an estimated $59.5K and bringing the position to 38,366 shares worth $6.28M. The position accounts for 1.32% of the portfolio, ranked #20.

Paragon Advisors first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Paragon Advisors held 38,366 shares of iShares Expanded Tech Sector ETF worth $6.28M as of Q2 2026.
Paragon Advisors bought 397 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $59.5K.
iShares Expanded Tech Sector ETF made up 1.32% of Paragon Advisors's portfolio in Q2 2026, its #20 holding.
Paragon Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Paragon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.