SWM
IGM icon

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

Shelton 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 		$2.7M Sell
16,501
-2,092
-11% -$313K 1.06% 22
2026
Q1 		$2.2M Sell
18,593
-342
-2% -$43K 0.96% 25
2025
Q4 		$2.45M Sell
18,935
-1,267
-6% -$164K 1.05% 24
2025
Q3 		$2.54M Sell
20,202
-1,687
-8% -$199K 1.15% 20
2025
Q2 		$2.46M Sell
21,889
-231
-1% -$22.7K 1.18% 19
2025
Q1 		$2.01M Sell
22,120
-1,721
-7% -$174K 1.09% 21
2024
Q4 		$2.43M Sell
23,841
-1,958
-8% -$197K 1.26% 17
2024
Q3 		$2.48M Sell
25,799
-2,303
-8% -$213K 1.34% 17
2024
Q2 		$2.65M Sell
28,102
-5,114
-15% -$448K 1.5% 16
2024
Q1 		$2.86M Sell
33,216
-10,362
-24% -$844K 1.8% 12
2023
Q4 		$3.25M Sell
43,578
-15,690
-26% -$1.07M 2.31% 11
2023
Q3 		$3.78M Sell
59,268
-3,840
-6% -$253K 3.02% 13
2023
Q2 		$4.13M Sell
63,108
-19,704
-24% -$1.17M 3.2% 12
2023
Q1 		$4.68M Buy
82,812
+558
+0.7% +$29.1K 3.8% 10
2022
Q4 		$3.84M Buy
82,254
+9,738
+13% +$467K 3.03% 12
2022
Q3 		$3.34M Sell
72,516
-24
-0% -$1.26K 2.98% 10
2022
Q2 		$3.56M Buy
72,540
+16,122
+29% +$884K 3.02% 10
2022
Q1 		$3.65M Buy
56,418
+540
+1% +$34.8K 2.88% 11
2021
Q4 		$4.09M Buy
+55,878
New +$4.02M 3.22% 9

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

Shelton Wealth Management's IGM Position: Q2 2026 in Review

Shelton Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q2 2026, selling an estimated $313K and leaving 16,501 shares worth $2.7M. The position accounts for 1.06% of the portfolio, ranked #22.

Shelton Wealth Management first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.68M in Q1 2023. 79 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Shelton Wealth Management held 16,501 shares of iShares Expanded Tech Sector ETF worth $2.7M as of Q2 2026.
  • Shelton Wealth Management sold 2,092 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $313K.
  • iShares Expanded Tech Sector ETF made up 1.06% of Shelton Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Shelton Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's iShares Expanded Tech Sector ETF position peaked at $4.68M in Q1 2023.
  • 79 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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