Private Wealth Management Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Private Wealth Management Group’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	$25.7K	Sell	157 -500	-76%	-$74.9K	0.01%	327
2026 Q1	$77.9K	Buy	657 +500	+318%	+$62.9K	0.02%	149
2025 Q4	$20.3K	Sell	157 -495	-76%	-$64.1K	0.01%	320
2025 Q3	$82.1K	Buy	652 +141	+28%	+$16.6K	0.02%	139
2025 Q2	$57.4K	Sell	511 -62	-11%	-$6.09K	0.02%	153
2025 Q1	$52K	Buy	573 +219	+62%	+$22.1K	0.02%	160
2024 Q4	$36.1K	Buy	+354	New	+$35.6K	0.01%	204

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

Private Wealth Management Group's IGM Position: Q2 2026 in Review

Private Wealth Management Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 76% in Q2 2026, selling an estimated $74.9K and leaving 157 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #327.

Private Wealth Management Group first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.1K in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Private Wealth Management Group held 157 shares of iShares Expanded Tech Sector ETF worth $25.7K as of Q2 2026.
Private Wealth Management Group sold 500 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $74.9K.
iShares Expanded Tech Sector ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #327 holding.
Private Wealth Management Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
Private Wealth Management Group's iShares Expanded Tech Sector ETF position peaked at $82.1K in Q3 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.