Rollins Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Rollins Financial 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	$867K	Buy	5,300 +295	+6%	+$44.2K	0.11%	84
2026 Q1	$593K	Sell	5,005 -683	-12%	-$85.9K	0.09%	94
2025 Q4	$735K	Buy	5,688 +500	+10%	+$64.8K	0.11%	77
2025 Q3	$653K	Buy	5,188 +539	+12%	+$63.6K	0.1%	73
2025 Q2	$522K	Buy	4,649 +878	+23%	+$86.2K	0.08%	79
2025 Q1	$342K	Buy	+3,771	New	+$381K	0.06%	96
2024 Q3	–	Sell	-2,598	Closed	-$245K	–	142
2024 Q2	$245K	Hold	2,598	–	–	0.04%	110
2024 Q1	$224K	Buy	+2,598	New	+$212K	0.04%	108

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

Rollins Financial Advisors's IGM Position: Q2 2026 in Review

Rollins Financial Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 5.9% in Q2 2026, buying an estimated $44.2K and bringing the position to 5,300 shares worth $867K. The position accounts for 0.11% of the portfolio, ranked #84.

Rollins Financial Advisors first reported a position in IGM in Q1 2024 and has held it in 8 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Rollins Financial Advisors held 5,300 shares of iShares Expanded Tech Sector ETF worth $867K as of Q2 2026.
Rollins Financial Advisors bought 295 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $44.2K.
iShares Expanded Tech Sector ETF made up 0.11% of Rollins Financial Advisors's portfolio in Q2 2026, its #84 holding.
Rollins Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 8 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.