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

Sagespring 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	$16.5M	Sell	100,908 -2,323	-2%	-$348K	0.25%	58
2026 Q1	$12.2M	Sell	103,231 -8,034	-7%	-$1.01M	0.22%	60
2025 Q4	$14.4M	Sell	111,265 -1,590	-1%	-$206K	0.26%	59
2025 Q3	$14.2M	Sell	112,855 -1,128	-1%	-$133K	0.28%	55
2025 Q2	$12.8M	Sell	113,983 -10,748	-9%	-$1.06M	0.28%	54
2025 Q1	$11.3M	Buy	124,731 +113,640	+1,025%	+$11.5M	0.29%	52
2024 Q4	$1.13M	Buy	+11,091	New	+$1.11M	0.03%	198

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

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

Sagespring Wealth Partners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.3% in Q2 2026, selling an estimated $348K and leaving 100,908 shares worth $16.5M. The position accounts for 0.25% of the portfolio, ranked #58.

Sagespring Wealth Partners first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Sagespring Wealth Partners held 100,908 shares of iShares Expanded Tech Sector ETF worth $16.5M as of Q2 2026.
Sagespring Wealth Partners sold 2,323 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $348K.
iShares Expanded Tech Sector ETF made up 0.25% of Sagespring Wealth Partners's portfolio in Q2 2026, its #58 holding.
Sagespring Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.