Savvy Advisors Inc’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Savvy Advisors Inc’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	$1.46M	Sell	8,910 -655	-7%	-$98.1K	0.03%	412
2026 Q1	$1.13M	Buy	9,565 +1,970	+26%	+$248K	0.03%	403
2025 Q4	$981K	Buy	7,595 +2,007	+36%	+$260K	0.03%	365
2025 Q3	$704K	Buy	5,588 +3,707	+197%	+$437K	0.03%	341
2025 Q2	$211K	Buy	+1,881	New	+$185K	0.01%	593

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 22.9% 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

Savvy Advisors Inc's IGM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares Expanded Tech Sector ETF (IGM) stake by 6.8% in Q2 2026, selling an estimated $98.1K and leaving 8,910 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #412.

Savvy Advisors Inc first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Savvy Advisors Inc held 8,910 shares of iShares Expanded Tech Sector ETF worth $1.46M as of Q2 2026.
Savvy Advisors Inc sold 655 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $98.1K.
iShares Expanded Tech Sector ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #412 holding.
Savvy Advisors Inc first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.