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

SOA Wealth Advisors’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	$895K	Buy	5,473 +3	+0.1%	+$449	0.15%	91
2026 Q1	$648K	Sell	5,470 -171	-3%	-$21.5K	0.12%	98
2025 Q4	$729K	Buy	5,641 +3	+0.1%	+$389	0.12%	98
2025 Q3	$710K	Buy	5,638 +2	+0%	+$236	0.12%	99
2025 Q2	$633K	Sell	5,636 -139	-2%	-$13.7K	0.12%	102
2025 Q1	$524K	Buy	5,775 +3	+0.1%	+$303	0.11%	110
2024 Q4	$589K	Buy	5,772 +3	+0.1%	+$302	0.11%	101
2024 Q3	$553K	Buy	5,769 +6	+0.1%	+$554	0.11%	108
2024 Q2	$544K	Buy	5,763 +2	+0%	+$175	0.11%	104
2024 Q1	$496K	Buy	5,761 +1	+0%	+$81	0.1%	108
2023 Q4	$430K	Buy	5,760 +6	+0.1%	+$410	0.1%	113
2023 Q3	$366K	Hold	5,754	–	–	0.09%	116
2023 Q2	$377K	Buy	5,754 +6	+0.1%	+$357	0.09%	115
2023 Q1	$325K	Buy	5,748 +276	+5%	+$14.4K	0.08%	119
2022 Q4	$255K	Sell	5,472 -264	-5%	-$12.7K	0.07%	131
2022 Q3	$264K	Buy	5,736 +1,422	+33%	+$74.9K	0.08%	124
2022 Q2	$211K	Buy	4,314 +1,074	+33%	+$58.9K	0.06%	136
2022 Q1	$209K	Buy	+3,240	New	+$209K	0.05%	156

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

SOA Wealth Advisors's IGM Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.05% in Q2 2026, buying an estimated $449 and bringing the position to 5,473 shares worth $895K. The position accounts for 0.15% of the portfolio, ranked #91.

SOA Wealth Advisors first reported a position in IGM in Q1 2022 and has held it in 18 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

SOA Wealth Advisors held 5,473 shares of iShares Expanded Tech Sector ETF worth $895K as of Q2 2026.
SOA Wealth Advisors bought 3 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $449.
iShares Expanded Tech Sector ETF made up 0.15% of SOA Wealth Advisors's portfolio in Q2 2026, its #91 holding.
SOA Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 18 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.