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

Ridgeline Wealth’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	$800K	Sell	4,890 -46	-0.9%	-$6.89K	0.47%	27
2026 Q1	$585K	Sell	4,936 -1,005	-17%	-$126K	0.42%	28
2025 Q4	$767K	Sell	5,941 -4	-0.1%	-$518	0.53%	23
2025 Q3	$749K	Sell	5,945 -3	-0.1%	-$354	0.55%	24
2025 Q2	$668K	Sell	5,948 -5	-0.1%	-$491	0.55%	25
2025 Q1	$540K	Hold	5,953	–	–	0.46%	30
2024 Q4	$608K	Buy	+5,953	New	+$598K	0.5%	29

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

Ridgeline Wealth's IGM Position: Q2 2026 in Review

Ridgeline Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.93% in Q2 2026, selling an estimated $6.89K and leaving 4,890 shares worth $800K. The position accounts for 0.47% of the portfolio, ranked #27.

Ridgeline Wealth first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Ridgeline Wealth held 4,890 shares of iShares Expanded Tech Sector ETF worth $800K as of Q2 2026.
Ridgeline Wealth sold 46 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $6.89K.
iShares Expanded Tech Sector ETF made up 0.47% of Ridgeline Wealth's portfolio in Q2 2026, its #27 holding.
Ridgeline Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.