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

PlanVest Financial’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 		$3.93K Hold
24
– – ﹤0.01% 478
2026
Q1 		$2.84K Buy
+24
New +$3.02K ﹤0.01% 470

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 22.96% 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

PlanVest Financial's IGM Position: Q2 2026 in Review

PlanVest Financial held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 24 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

PlanVest Financial first reported a position in IGM in Q1 2026 and has held it in 2 quarters since. 545 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • PlanVest Financial held 24 shares of iShares Expanded Tech Sector ETF worth $3.93K as of Q2 2026.
  • PlanVest Financial left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #478 holding.
  • PlanVest Financial first reported a position in iShares Expanded Tech Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 545 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.