Silver Oak Wealth Advisors Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Silver Oak Wealth Advisors Services’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	$294K	Hold	1,800	–	–	0.18%	29
2026 Q1	$213K	Hold	1,800	–	–	0.14%	39
2025 Q4	$232K	Hold	1,800	–	–	0.15%	33
2025 Q3	$227K	Hold	1,800	–	–	0.15%	33
2025 Q2	$202K	Buy	+1,800	New	+$177K	0.15%	38

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

Silver Oak Wealth Advisors Services's IGM Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,800 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #29.

Silver Oak Wealth Advisors Services 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.

Silver Oak Wealth Advisors Services held 1,800 shares of iShares Expanded Tech Sector ETF worth $294K as of Q2 2026.
Silver Oak Wealth Advisors Services left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.18% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #29 holding.
Silver Oak Wealth Advisors Services 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 Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.