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 Q2	$451K	Sell	2,877 -516	-15%	-$77.3K	0.33%	93
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 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

Phillips Wealth Planners's IGM Position: Q2 2026 in Review

Phillips Wealth Planners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 15% in Q2 2026, selling an estimated $77.3K and leaving 2,877 shares worth $451K. The position accounts for 0.33% of the portfolio, ranked #93.

Phillips Wealth Planners first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $879K in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Phillips Wealth Planners held 2,877 shares of iShares Expanded Tech Sector ETF worth $451K as of Q2 2026.
Phillips Wealth Planners sold 516 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $77.3K.
iShares Expanded Tech Sector ETF made up 0.33% of Phillips Wealth Planners's portfolio in Q2 2026, its #93 holding.
Phillips Wealth Planners first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
Phillips Wealth Planners's iShares Expanded Tech Sector ETF position peaked at $879K in Q3 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.