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

RWA Wealth Partners’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	$3.86M	Hold	23,580	–	–	0.04%	197
2026 Q1	$2.79M	Sell	23,580 -3,853	-14%	-$485K	0.03%	221
2025 Q4	$3.54M	Sell	27,433 -22,605	-45%	-$2.93M	0.04%	199
2025 Q3	$6.3M	Buy	50,038 +217	+0.4%	+$25.6K	0.07%	153
2025 Q2	$5.6M	Hold	49,821	–	–	0.07%	150
2025 Q1	$4.52M	Hold	49,821	–	–	0.06%	159
2024 Q4	$5.09M	Hold	49,821	–	–	0.06%	152
2024 Q3	$4.78M	Buy	49,821 +31,719	+175%	+$2.93M	0.06%	158
2024 Q2	$1.71M	Hold	18,102	–	–	0.02%	250
2024 Q1	$1.56M	Buy	18,102 +6,030	+50%	+$491K	0.02%	261
2023 Q4	$902K	Buy	+12,072	New	+$825K	0.01%	304
2022 Q1	–	Sell	-3,066	Closed	-$224K	–	261
2021 Q4	$224K	Hold	3,066	–	–	0.02%	236
2021 Q3	$206K	Hold	3,066	–	–	0.02%	235
2021 Q2	$206K	Buy	+3,066	New	+$195K	0.02%	238

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

RWA Wealth Partners's IGM Position: Q2 2026 in Review

RWA Wealth Partners held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 23,580 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #197.

RWA Wealth Partners first reported a position in IGM in Q2 2021 and has held it in 14 quarters since. The position peaked at $6.3M in Q3 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

RWA Wealth Partners held 23,580 shares of iShares Expanded Tech Sector ETF worth $3.86M as of Q2 2026.
RWA Wealth Partners left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.04% of RWA Wealth Partners's portfolio in Q2 2026, its #197 holding.
RWA Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and has held it in 14 quarters since.
RWA Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $6.3M in Q3 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.