Roundview Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Roundview Capital’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	$445K	Hold	2,721	–	–	0.02%	274
2026 Q1	$322K	Buy	2,721 +15	+0.6%	+$1.89K	0.02%	294
2025 Q4	$350K	Hold	2,706	–	–	0.02%	282
2025 Q3	$341K	Hold	2,706	–	–	0.02%	288
2025 Q2	$304K	Hold	2,706	–	–	0.02%	289
2025 Q1	$245K	Sell	2,706 -1,350	-33%	-$136K	0.02%	294
2024 Q4	$414K	Hold	4,056	–	–	0.03%	280
2024 Q3	$389K	Hold	4,056	–	–	0.03%	291
2024 Q2	$383K	Hold	4,056	–	–	0.03%	276
2024 Q1	$350K	Hold	4,056	–	–	0.03%	279
2023 Q4	$303K	Sell	4,056 -426	-10%	-$29.1K	0.03%	277
2023 Q3	$285K	Hold	4,482	–	–	0.03%	276
2023 Q2	$293K	Hold	4,482	–	–	0.03%	274
2023 Q1	$253K	Hold	4,482	–	–	0.03%	294
2022 Q4	$209K	Buy	+4,482	New	+$215K	0.02%	287

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

Roundview Capital's IGM Position: Q2 2026 in Review

Roundview Capital held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,721 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #274.

Roundview Capital first reported a position in IGM in Q4 2022 and has held it in 15 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Roundview Capital held 2,721 shares of iShares Expanded Tech Sector ETF worth $445K as of Q2 2026.
Roundview Capital left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of Roundview Capital's portfolio in Q2 2026, its #274 holding.
Roundview Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 15 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.