Principal Securities’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Principal Securities’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	$764K	Buy	4,670 +8	+0.2%	+$1.2K	0.01%	888
2026 Q1	$553K	Buy	4,662 +142	+3%	+$17.9K	0.01%	943
2025 Q4	$584K	Buy	4,520 +225	+5%	+$29.1K	0.01%	882
2025 Q3	$541K	Hold	4,295	–	–	0.01%	881
2025 Q2	$483K	Buy	4,295 +1,775	+70%	+$174K	0.01%	870
2025 Q1	$257K	Hold	2,520	–	–	0.01%	1030
2024 Q4	$257K	Hold	2,520	–	–	0.01%	1028
2024 Q3	$242K	Hold	2,520	–	–	0.01%	1023
2024 Q2	$238K	Buy	2,520 +240	+11%	+$21K	0.01%	975
2024 Q1	$196K	Buy	2,280 +462	+25%	+$37.6K	0.01%	1021
2023 Q4	$136K	Buy	+1,818	New	+$124K	0.01%	1081

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

Principal Securities's IGM Position: Q2 2026 in Review

Principal Securities increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.17% in Q2 2026, buying an estimated $1.2K and bringing the position to 4,670 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #888.

Principal Securities first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Principal Securities held 4,670 shares of iShares Expanded Tech Sector ETF worth $764K as of Q2 2026.
Principal Securities bought 8 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.2K.
iShares Expanded Tech Sector ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #888 holding.
Principal Securities first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.