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Safeguard Investment Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Safeguard Investment Advisory Group’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 		$787K Buy
4,809
+2
+0% +$300 0.18% 59
2026
Q1 		$570K Buy
4,807
+1
+0% +$126 0.16% 63
2025
Q4 		$621K Buy
4,806
+2
+0% +$259 0.16% 60
2025
Q3 		$605K Hold
4,804
– – 0.15% 69
2025
Q2 		$540K Buy
4,804
+2
+0% +$196 0.13% 74
2025
Q1 		$435K Buy
4,802
+1
+0% +$101 0.12% 76
2024
Q4 		$490K Buy
4,801
+3
+0.1% +$302 0.13% 61
2024
Q3 		$460K Sell
4,798
-80
-2% -$7.39K 0.13% 60
2024
Q2 		$460K Buy
4,878
+2
+0% +$175 0.14% 58
2024
Q1 		$420K Sell
4,876
-8
-0.2% -$652 0.14% 57
2023
Q4 		$364K Hold
4,884
– – 0.14% 65
2023
Q3 		$310K Sell
4,884
-12
-0.2% -$791 0.14% 68
2023
Q2 		$320K Sell
4,896
-1,590
-25% -$94.5K 0.14% 69
2023
Q1 		$367K Sell
6,486
-66
-1% -$3.44K 0.18% 67
2022
Q4 		$306K Buy
6,552
+6
+0.1% +$288 0.19% 70
2022
Q3 		$301K Sell
6,546
-120
-2% -$6.32K 0.21% 68
2022
Q2 		$431K Hold
6,666
– – 0.27% 55
2022
Q1 		$431K Buy
6,666
+6
+0.1% +$386 0.29% 48
2021
Q4 		$487K Sell
6,660
-318
-5% -$22.9K 0.28% 51
2021
Q3 		$469K Sell
6,978
-48
-0.7% -$3.34K 0.3% 50
2021
Q2 		$473K Sell
7,026
-696
-9% -$44.3K 0.34% 50
2021
Q1 		$464K Sell
7,722
-132
-2% -$7.89K 0.41% 44
2020
Q4 		$457K Buy
+7,854
New +$430K 0.41% 45

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Safeguard Investment Advisory Group's IGM Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.04% in Q2 2026, buying an estimated $300 and bringing the position to 4,809 shares worth $787K. The position accounts for 0.18% of the portfolio, ranked #59.

Safeguard Investment Advisory Group first reported a position in IGM in Q4 2020 and has held it in 23 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Safeguard Investment Advisory Group held 4,809 shares of iShares Expanded Tech Sector ETF worth $787K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 2 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $300.
  • iShares Expanded Tech Sector ETF made up 0.18% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #59 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 23 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.