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Phillips Wealth Planners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Phillips Wealth Planners’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
Q1 		$527K Buy
3,393
+192
+6% +$24.2K 0.4% 80
2025
Q4 		$411K Sell
3,201
-3,636
-53% -$471K 0.33% 97
2025
Q3 		$879K Buy
+6,837
New +$806K 0.73% 38

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Phillips Wealth Planners's IGM Position: Q1 2026 in Review

Phillips Wealth Planners increased its iShares Expanded Tech Sector ETF (IGM) stake by 6% in Q1 2026, buying an estimated $24.2K and bringing the position to 3,393 shares worth $527K. The position accounts for 0.4% of the portfolio, ranked #80.

Phillips Wealth Planners first reported a position in IGM in Q3 2025 and has held it in 3 quarters since. The position peaked at $879K in Q3 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Phillips Wealth Planners held 3,393 shares of iShares Expanded Tech Sector ETF worth $527K as of Q1 2026.
  • Phillips Wealth Planners bought 192 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $24.2K.
  • iShares Expanded Tech Sector ETF made up 0.4% of Phillips Wealth Planners's portfolio in Q1 2026, its #80 holding.
  • Phillips Wealth Planners first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • Phillips Wealth Planners's iShares Expanded Tech Sector ETF position peaked at $879K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.