Sheets Smith Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sheets Smith Wealth Management’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	$4.08M	Sell	24,912 -3,400	-12%	-$509K	0.41%	60
2026 Q1	$3.36M	Sell	28,312 -853	-3%	-$107K	0.38%	64
2025 Q4	$3.77M	Sell	29,165 -1,635	-5%	-$212K	0.41%	56
2025 Q3	$3.88M	Sell	30,800 -2,760	-8%	-$326K	0.44%	55
2025 Q2	$3.77M	Sell	33,560 -530	-2%	-$52.1K	0.44%	54
2025 Q1	$3.09M	Sell	34,090 -310	-0.9%	-$31.3K	0.38%	66
2024 Q4	$3.51M	Buy	34,400 +30	+0.1%	+$3.02K	0.43%	58
2024 Q3	$3.3M	Sell	34,370 -13,295	-28%	-$1.23M	0.4%	61
2024 Q2	$4.5M	Buy	47,665 +70	+0.1%	+$6.13K	0.54%	48
2024 Q1	$4.1M	Buy	+47,595	New	+$3.88M	0.46%	55

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

Sheets Smith Wealth Management's IGM Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q2 2026, selling an estimated $509K and leaving 24,912 shares worth $4.08M. The position accounts for 0.41% of the portfolio, ranked #60.

Sheets Smith Wealth Management first reported a position in IGM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.5M in Q2 2024. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Sheets Smith Wealth Management held 24,912 shares of iShares Expanded Tech Sector ETF worth $4.08M as of Q2 2026.
Sheets Smith Wealth Management sold 3,400 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $509K.
iShares Expanded Tech Sector ETF made up 0.41% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #60 holding.
Sheets Smith Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 10 quarters since.
Sheets Smith Wealth Management's iShares Expanded Tech Sector ETF position peaked at $4.5M in Q2 2024.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.