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

Paragon Financial Partners’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	$562K	Buy	3,659 +1	+0%	+$150	0.3%	45
2026 Q1	$486K	Buy	3,658 +1	+0%	+$126	0.28%	45
2025 Q4	$472K	Buy	3,657 +2	+0.1%	+$259	0.29%	46
2025 Q3	$460K	Buy	3,655 +1	+0%	+$118	0.29%	45
2025 Q2	$411K	Buy	3,654 +2	+0.1%	+$196	0.28%	47
2025 Q1	$331K	Buy	3,652 +1	+0%	+$101	0.26%	55
2024 Q4	$373K	Sell	3,651 -43	-1%	-$4.32K	0.28%	48
2024 Q3	$354K	Buy	3,694 +2	+0.1%	+$185	0.26%	61
2024 Q2	$348K	Buy	3,692 +1	+0%	+$88	0.27%	57
2024 Q1	$318K	Sell	3,691 -695	-16%	-$56.6K	0.26%	63
2023 Q4	$327K	Buy	4,386 +12	+0.3%	+$820	0.31%	58
2023 Q3	$279K	Hold	4,374	–	–	0.29%	63
2023 Q2	$287K	Hold	4,374	–	–	0.27%	65
2023 Q1	$247K	Sell	4,374 -696	-14%	-$36.3K	0.26%	70
2022 Q4	$237K	Sell	5,070 -294	-5%	-$14.1K	0.26%	70
2022 Q3	$247K	Hold	5,364	–	–	0.28%	65
2022 Q2	$263K	Sell	5,364 -4,308	-45%	-$236K	0.27%	67
2022 Q1	$627K	Hold	9,672	–	–	0.55%	31
2021 Q4	$708K	Buy	+9,672	New	+$695K	0.58%	31

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 Financial Partners's IGM Position: Q2 2026 in Review

Paragon Financial Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.03% in Q2 2026, buying an estimated $150 and bringing the position to 3,659 shares worth $562K. The position accounts for 0.3% of the portfolio, ranked #45.

Paragon Financial Partners first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $708K in Q4 2021. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Paragon Financial Partners held 3,659 shares of iShares Expanded Tech Sector ETF worth $562K as of Q2 2026.
Paragon Financial Partners bought 1 iShares Expanded Tech Sector ETF share in Q2 2026, an estimated $150.
iShares Expanded Tech Sector ETF made up 0.3% of Paragon Financial Partners's portfolio in Q2 2026, its #45 holding.
Paragon Financial Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
Paragon Financial Partners's iShares Expanded Tech Sector ETF position peaked at $708K in Q4 2021.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.