RFG - Bristol Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

RFG - Bristol Wealth 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	$1.46M	Buy	8,943 +2	+0%	+$300	0.35%	58
2026 Q1	$1.06M	Sell	8,941 -2,826	-24%	-$356K	0.29%	69
2025 Q4	$1.52M	Sell	11,767 -1,442	-11%	-$187K	0.42%	55
2025 Q3	$1.66M	Sell	13,209 -1,401	-10%	-$165K	0.48%	50
2025 Q2	$1.64M	Sell	14,610 -3,421	-19%	-$336K	0.51%	44
2025 Q1	$1.63M	Sell	18,031 -133,101	-88%	-$13.4M	0.55%	37
2024 Q4	$15.4M	Buy	+151,132	New	+$15.2M	5.06%	3

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

RFG - Bristol Wealth Advisors's IGM Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q2 2026, buying an estimated $300 and bringing the position to 8,943 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #58.

RFG - Bristol Wealth Advisors first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q4 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

RFG - Bristol Wealth Advisors held 8,943 shares of iShares Expanded Tech Sector ETF worth $1.46M as of Q2 2026.
RFG - Bristol Wealth Advisors bought 2 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $300.
iShares Expanded Tech Sector ETF made up 0.35% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #58 holding.
RFG - Bristol Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $15.4M in Q4 2024.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.