Realta Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Realta Investment 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	$12.8K	Hold	78	–	–	﹤0.01%	307
2026 Q1	$9.24K	Hold	78	–	–	﹤0.01%	305
2025 Q4	$10.1K	Hold	78	–	–	﹤0.01%	292
2025 Q3	$9.82K	Hold	78	–	–	﹤0.01%	281
2025 Q2	$8.76K	Hold	78	–	–	﹤0.01%	273
2025 Q1	$7.07K	Hold	78	–	–	﹤0.01%	289
2024 Q4	$8.1K	Hold	78	–	–	﹤0.01%	303
2024 Q3	$7.74K	Hold	78	–	–	﹤0.01%	305
2024 Q2	$7.36K	Sell	78 -6	-7%	-$525	﹤0.01%	693
2024 Q1	$7.24K	Buy	+84	New	+$6.84K	﹤0.01%	719
2023 Q4	–	Sell	-144	Closed	-$9.43K	–	588
2023 Q3	$9.43K	Hold	144	–	–	﹤0.01%	677
2023 Q2	$9.43K	Buy	+144	New	+$8.56K	﹤0.01%	730
2023 Q1	–	Sell	-246	Closed	-$11.5K	–	599
2022 Q4	$11.5K	Buy	246 +24	+11%	+$1.15K	﹤0.01%	703
2022 Q3	$10K	Buy	+222	New	+$11.7K	﹤0.01%	689

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

Realta Investment Advisors's IGM Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 78 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Realta Investment Advisors first reported a position in IGM in Q3 2022 and has held it in 14 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Realta Investment Advisors held 78 shares of iShares Expanded Tech Sector ETF worth $12.8K as of Q2 2026.
Realta Investment Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #307 holding.
Realta Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 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 Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.