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Prosperity Capital Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Prosperity Capital Advisors’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 		$913K Buy
5,579
+84
+2% +$12.6K 0.05% 200
2026
Q1 		$651K Sell
5,495
-42
-0.8% -$5.28K 0.04% 236
2025
Q4 		$715K Sell
5,537
-582
-10% -$75.4K 0.04% 206
2025
Q3 		$771K Buy
6,119
+75
+1% +$8.85K 0.04% 217
2025
Q2 		$679K Buy
6,044
+1,663
+38% +$163K 0.04% 212
2025
Q1 		$401K Buy
4,381
+96
+2% +$9.7K 0.03% 258
2024
Q4 		$438K Buy
4,285
+248
+6% +$24.9K 0.04% 235
2024
Q3 		$387K Buy
4,037
+72
+2% +$6.65K 0.03% 243
2024
Q2 		$374K Sell
3,965
-210
-5% -$18.4K 0.04% 226
2024
Q1 		$360K Buy
4,175
+671
+19% +$54.7K 0.04% 239
2023
Q4 		$262K Buy
3,504
+222
+7% +$15.2K 0.03% 217
2023
Q3 		$209K Sell
3,282
-12
-0.4% -$791 0.03% 228
2023
Q2 		$216K Buy
+3,294
New +$196K 0.03% 214
2023
Q1 		– Sell
-6,030
Closed -$281K – 207
2022
Q4 		$281K Buy
+6,030
New +$289K 0.09% 151

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

Prosperity Capital Advisors's IGM Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 5,579 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #200.

Prosperity Capital Advisors first reported a position in IGM in Q4 2022 and has held it in 14 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Prosperity Capital Advisors held 5,579 shares of iShares Expanded Tech Sector ETF worth $913K as of Q2 2026.
  • Prosperity Capital Advisors bought 84 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $12.6K.
  • iShares Expanded Tech Sector ETF made up 0.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #200 holding.
  • Prosperity Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 14 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.