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

Prospera Financial Services’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 		$308K Buy
+1,882
New +$282K ﹤0.01% 1226
2024
Q4 		– Sell
-20,453
Closed -$1.96M – 1157
2024
Q3 		$1.96M Buy
20,453
+854
+4% +$78.9K 0.05% 342
2024
Q2 		$1.85M Sell
19,599
-762
-4% -$66.7K 0.05% 355
2024
Q1 		$1.75M Buy
20,361
+1,479
+8% +$120K 0.05% 354
2023
Q4 		$1.41M Buy
18,882
+708
+4% +$48.4K 0.05% 382
2023
Q3 		$1.16M Buy
18,174
+7,284
+67% +$480K 0.04% 393
2023
Q2 		$713K Sell
10,890
-96
-0.9% -$5.71K 0.03% 509
2023
Q1 		$622K Buy
10,986
+948
+9% +$49.4K 0.03% 546
2022
Q4 		$469K Sell
10,038
-2,172
-18% -$104K 0.02% 552
2022
Q3 		$562K Buy
12,210
+1,392
+13% +$73.4K 0.03% 493
2022
Q2 		$531K Sell
10,818
-96
-0.9% -$5.26K 0.03% 498
2022
Q1 		$707K Sell
10,914
-8,922
-45% -$574K 0.03% 498
2021
Q4 		$1.45M Sell
19,836
-528
-3% -$37.9K 0.06% 329
2021
Q3 		$1.37M Sell
20,364
-18
-0.1% -$1.25K 0.07% 316
2021
Q2 		$1.37M Sell
20,382
-144
-0.7% -$9.17K 0.07% 321
2021
Q1 		$1.24M Buy
20,526
+282
+1% +$16.9K 0.07% 295
2020
Q4 		$1.18M Buy
+20,244
New +$1.11M 0.08% 259
2020
Q3 		– Sell
-14,382
Closed -$669K – 1650
2020
Q2 		$669K Buy
14,382
+5,220
+57% +$219K 0.06% 304
2020
Q1 		$323K Sell
9,162
-1,764
-16% -$70.7K 0.03% 377
2019
Q4 		$441K Sell
10,926
-690
-6% -$26.3K 0.03% 402
2019
Q3 		$420K Buy
11,616
+5,478
+89% +$200K 0.04% 359
2019
Q2 		$223K Buy
+6,138
New +$217K 0.03% 472

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

Prospera Financial Services's IGM Position: Q2 2026 in Review

Prospera Financial Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,882 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in IGM as recently as Q3 2024.

Prospera Financial Services first reported a position in IGM in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.96M in Q3 2024. 72 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Prospera Financial Services held 1,882 shares of iShares Expanded Tech Sector ETF worth $308K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Prospera Financial Services position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1226 holding.
  • Prospera Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and has held it in 22 quarters since.
  • Prospera Financial Services's iShares Expanded Tech Sector ETF position peaked at $1.96M in Q3 2024.
  • 72 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.