SVWAG
IGM icon

Sound View Wealth Advisors Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sound View Wealth Advisors Group’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 		$1,000K Buy
6,113
+1
+0% +$150 0.06% 193
2026
Q1 		$724K Sell
6,112
-46
-0.7% -$5.79K 0.05% 230
2025
Q4 		$795K Buy
6,158
+1
+0% +$130 0.05% 218
2025
Q3 		$775K Buy
6,157
+1
+0% +$118 0.05% 223
2025
Q2 		$692K Sell
6,156
-549
-8% -$53.9K 0.05% 232
2025
Q1 		$608K Buy
6,705
+6
+0.1% +$606 0.05% 232
2024
Q4 		$684K Buy
6,699
+1
+0% +$101 0.06% 226
2024
Q3 		$643K Buy
6,698
+13
+0.2% +$1.2K 0.05% 232
2024
Q2 		$630K Buy
6,685
+26
+0.4% +$2.28K 0.07% 212
2024
Q1 		$574K Buy
6,659
+11
+0.2% +$896 0.06% 223
2023
Q4 		$497K Hold
6,648
– – 0.05% 235
2023
Q3 		$423K Hold
6,648
– – 0.05% 242
2023
Q2 		$435K Buy
6,648
+6
+0.1% +$357 0.06% 236
2023
Q1 		$376K Sell
6,642
-6
-0.1% -$313 0.05% 256
2022
Q4 		$497K Buy
6,648
+756
+13% +$36.2K 0.05% 235
2022
Q3 		$271K Buy
5,892
+600
+11% +$31.6K 0.06% 224
2022
Q2 		$260K Hold
5,292
– – 0.05% 235
2022
Q1 		$343K Hold
5,292
– – 0.07% 218
2021
Q4 		$387K Buy
5,292
+6
+0.1% +$431 0.07% 201
2021
Q3 		$356K Buy
+5,286
New +$367K 0.07% 201

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

Sound View Wealth Advisors Group's IGM Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q2 2026, buying an estimated $150 and bringing the position to 6,113 shares worth $1,000K. The position accounts for 0.06% of the portfolio, ranked #193.

Sound View Wealth Advisors Group first reported a position in IGM in Q3 2021 and has held it in 20 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Sound View Wealth Advisors Group held 6,113 shares of iShares Expanded Tech Sector ETF worth $1,000K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1 iShares Expanded Tech Sector ETF share in Q2 2026, an estimated $150.
  • iShares Expanded Tech Sector ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #193 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and has held it in 20 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.