PI
IGM icon

PFG Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

PFG Investments’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 		$489K Sell
2,991
-180
-6% -$27K 0.02% 679
2026
Q1 		$376K Sell
3,171
-400
-11% -$50.3K 0.02% 740
2025
Q4 		$461K Buy
3,571
+856
+32% +$111K 0.02% 600
2025
Q3 		$342K Hold
2,715
– – 0.02% 721
2025
Q2 		$305K Sell
2,715
-60
-2% -$5.89K 0.02% 727
2025
Q1 		$252K Sell
2,775
-384
-12% -$38.8K 0.02% 782
2024
Q4 		$323K Hold
3,159
– – 0.02% 677
2024
Q3 		$303K Hold
3,159
– – 0.02% 706
2024
Q2 		$298K Buy
3,159
+23
+0.7% +$2.01K 0.02% 656
2024
Q1 		$270K Buy
3,136
+106
+3% +$8.63K 0.02% 782
2023
Q4 		$226K Buy
+3,030
New +$207K 0.04% 418

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 22.9% 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

PFG Investments's IGM Position: Q2 2026 in Review

PFG Investments reduced its iShares Expanded Tech Sector ETF (IGM) stake by 5.7% in Q2 2026, selling an estimated $27K and leaving 2,991 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #679.

PFG Investments first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • PFG Investments held 2,991 shares of iShares Expanded Tech Sector ETF worth $489K as of Q2 2026.
  • PFG Investments sold 180 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $27K.
  • iShares Expanded Tech Sector ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #679 holding.
  • PFG Investments first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.