Prostatis Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Prostatis 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	$11.6M	Sell	70,638 -14,634	-17%	-$2.19M	2.69%	5
2026 Q1	$10.1M	Buy	85,272 +198	+0.2%	+$24.9K	2.59%	6
2025 Q4	$11M	Buy	85,074 +5,366	+7%	+$695K	2.62%	5
2025 Q3	$10M	Buy	79,708 +1,094	+1%	+$129K	2.52%	6
2025 Q2	$8.83M	Buy	78,614 +41,787	+113%	+$4.1M	2.53%	7
2025 Q1	$3.34M	Buy	+36,827	New	+$3.72M	1.05%	24

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

Prostatis Group's IGM Position: Q2 2026 in Review

Prostatis Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 17% in Q2 2026, selling an estimated $2.19M and leaving 70,638 shares worth $11.6M. The position accounts for 2.69% of the portfolio, ranked #5.

Prostatis Group first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Prostatis Group held 70,638 shares of iShares Expanded Tech Sector ETF worth $11.6M as of Q2 2026.
Prostatis Group sold 14,634 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.19M.
iShares Expanded Tech Sector ETF made up 2.69% of Prostatis Group's portfolio in Q2 2026, its #5 holding.
Prostatis Group first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.