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

Simplicity Wealth’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 		$1.04M Sell
6,360
-284
-4% -$42.5K 0.04% 407
2026
Q1 		$787K Buy
6,644
+635
+11% +$79.9K 0.04% 340
2025
Q4 		$776K Sell
6,009
-4,810
-44% -$623K 0.05% 332
2025
Q3 		$1.36M Buy
+10,819
New +$1.28M 0.08% 243

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Wealth's IGM Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.3% in Q2 2026, selling an estimated $42.5K and leaving 6,360 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #407.

Simplicity Wealth first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Simplicity Wealth held 6,360 shares of iShares Expanded Tech Sector ETF worth $1.04M as of Q2 2026.
  • Simplicity Wealth sold 284 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $42.5K.
  • iShares Expanded Tech Sector ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #407 holding.
  • Simplicity Wealth first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's iShares Expanded Tech Sector ETF position peaked at $1.36M in Q3 2025.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.