Red Door Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Red Door Wealth Management’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	$441K	Buy	2,693 +22	+0.8%	+$3.29K	0.04%	200
2026 Q1	$317K	Hold	2,671	–	–	0.03%	222
2025 Q4	$345K	Hold	2,671	–	–	0.04%	208
2025 Q3	$336K	Hold	2,671	–	–	0.04%	215
2025 Q2	$300K	Sell	2,671 -1	-0%	-$98	0.04%	208
2025 Q1	$242K	Hold	2,672	–	–	0.04%	204
2024 Q4	$273K	Hold	2,672	–	–	0.04%	187
2024 Q3	$256K	Hold	2,672	–	–	0.04%	189
2024 Q2	$252K	Sell	2,672 -890	-25%	-$77.9K	0.04%	171
2024 Q1	$307K	Sell	3,562 -2	-0.1%	-$163	0.06%	157
2023 Q4	$266K	Hold	3,564	–	–	0.06%	165
2023 Q3	$227K	Hold	3,564	–	–	0.06%	162
2023 Q2	$233K	Hold	3,564	–	–	0.05%	206
2023 Q1	$202K	Buy	+3,564	New	+$186K	0.06%	142
2022 Q2	–	Sell	-3,558	Closed	-$230K	–	139
2022 Q1	$230K	Sell	3,558 -120	-3%	-$7.73K	0.08%	124
2021 Q4	$269K	Sell	3,678 -6	-0.2%	-$431	0.09%	136
2021 Q3	$248K	Buy	3,684 +6	+0.2%	+$417	0.09%	143
2021 Q2	$247K	Sell	3,678 -66	-2%	-$4.2K	0.1%	135
2021 Q1	$225K	Sell	3,744 -570	-13%	-$34.1K	0.11%	113
2020 Q4	$251K	Hold	4,314	–	–	0.15%	96
2020 Q3	$223K	Buy	4,314 +6	+0.1%	+$303	0.16%	97
2020 Q2	$200K	Hold	4,308	–	–	0.15%	99
2020 Q1	$152K	Buy	+4,308	New	+$173K	0.14%	98

Other funds holding IGM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Red Door Wealth Management's IGM Position: Q2 2026 in Review

Red Door Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.82% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,693 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #200.

Red Door Wealth Management first reported a position in IGM in Q1 2020 and has held it in 23 quarters since. 284 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Red Door Wealth Management held 2,693 shares of iShares Expanded Tech Sector ETF worth $441K as of Q2 2026.
Red Door Wealth Management bought 22 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.29K.
iShares Expanded Tech Sector ETF made up 0.04% of Red Door Wealth Management's portfolio in Q2 2026, its #200 holding.
Red Door Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 23 quarters since.
284 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.