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

Shira Ridge 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	$17.4M	Sell	106,089 -5,720	-5%	-$857K	6.05%	4
2026 Q1	$13.3M	Buy	111,809 +21,680	+24%	+$2.73M	5.24%	5
2025 Q4	$11.6M	Sell	90,129 -7,009	-7%	-$908K	4.68%	6
2025 Q3	$12.2M	Buy	97,138 +371	+0.4%	+$43.8K	5.19%	3
2025 Q2	$10.9M	Buy	96,767 +10,086	+12%	+$991K	4.97%	4
2025 Q1	$7.86M	Buy	+86,681	New	+$8.75M	3.92%	7

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

Shira Ridge Wealth Management's IGM Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 5.1% in Q2 2026, selling an estimated $857K and leaving 106,089 shares worth $17.4M. The position accounts for 6.05% of the portfolio, ranked #4.

Shira Ridge Wealth Management first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Shira Ridge Wealth Management held 106,089 shares of iShares Expanded Tech Sector ETF worth $17.4M as of Q2 2026.
Shira Ridge Wealth Management sold 5,720 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $857K.
iShares Expanded Tech Sector ETF made up 6.05% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #4 holding.
Shira Ridge Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.