Quotient Wealth Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Quotient Wealth Partners’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	$1.02M	Sell	6,238 -76	-1%	-$11.4K	0.02%	134
2026 Q1	$748K	Sell	6,314 -2,560	-29%	-$322K	0.02%	146
2025 Q4	$1.15M	Buy	8,874 +167	+2%	+$21.6K	0.03%	108
2025 Q3	$1.1M	Sell	8,707 -168	-2%	-$19.8K	0.03%	107
2025 Q2	$997K	Sell	8,875 -661	-7%	-$64.9K	0.03%	114
2025 Q1	$865K	Buy	9,536 +6,629	+228%	+$670K	0.03%	121
2024 Q4	$297K	Sell	2,907 -44	-1%	-$4.42K	0.01%	248
2024 Q3	$283K	Buy	+2,951	New	+$273K	0.01%	257

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

Quotient Wealth Partners's IGM Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.2% in Q2 2026, selling an estimated $11.4K and leaving 6,238 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #134.

Quotient Wealth Partners first reported a position in IGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Quotient Wealth Partners held 6,238 shares of iShares Expanded Tech Sector ETF worth $1.02M as of Q2 2026.
Quotient Wealth Partners sold 76 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $11.4K.
iShares Expanded Tech Sector ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #134 holding.
Quotient Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 8 quarters since.
Quotient Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $1.15M in Q4 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.