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Resolute Wealth Advisor’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Resolute Wealth Advisor’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
Q1 		$219K Buy
+1,850
New +$233K 0.12% 76
2025
Q2 		$219K Buy
+1,850
New +$182K 0.12% 76

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Resolute Wealth Advisor's IGM Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2026: 1,850 shares worth $219K. The stake represents 0.12% of the portfolio and ranks #76 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IGM as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IGM in Q2 2025 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Resolute Wealth Advisor held 1,850 shares of iShares Expanded Tech Sector ETF worth $219K as of Q1 2026.
  • iShares Expanded Tech Sector ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Expanded Tech Sector ETF made up 0.12% of Resolute Wealth Advisor's portfolio in Q1 2026, its #76 holding.
  • Resolute Wealth Advisor first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.