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Southland Equity Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Southland Equity Partners’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 		$721K Buy
4,405
+95
+2% +$14.2K 0.13% 128
2026
Q1 		$511K Sell
4,310
-345
-7% -$43.4K 0.1% 145
2025
Q4 		$601K Sell
4,655
-80
-2% -$10.4K 0.12% 125
2025
Q3 		$596K Buy
4,735
+88
+2% +$10.4K 0.12% 120
2025
Q2 		$522K Sell
4,647
-1,104
-19% -$108K 0.11% 123
2025
Q1 		$521K Buy
5,751
+448
+8% +$45.2K 0.12% 118
2024
Q4 		$541K Buy
5,303
+266
+5% +$26.7K 0.13% 117
2024
Q3 		$483K Buy
5,037
+457
+10% +$42.2K 0.12% 119
2024
Q2 		$432K Buy
4,580
+222
+5% +$19.4K 0.12% 113
2024
Q1 		$376K Buy
4,358
+350
+9% +$28.5K 0.11% 131
2023
Q4 		$299K Buy
4,008
+204
+5% +$13.9K 0.09% 146
2023
Q3 		$242K Sell
3,804
-786
-17% -$51.8K 0.08% 160
2023
Q2 		$301K Buy
4,590
+336
+8% +$20K 0.1% 133
2023
Q1 		$241K Buy
+4,254
New +$222K 0.09% 160
2022
Q2 		– Sell
-4,176
Closed -$270K – 171
2022
Q1 		$270K Sell
4,176
-150
-3% -$9.66K 0.11% 137
2021
Q4 		$317K Sell
4,326
-1,176
-21% -$84.5K 0.13% 119
2021
Q3 		$370K Sell
5,502
-270
-5% -$18.8K 0.17% 95
2021
Q2 		$389K Sell
5,772
-78
-1% -$4.97K 0.18% 89
2021
Q1 		$352K Sell
5,850
-510
-8% -$30.5K 0.2% 87
2020
Q4 		$371K Buy
+6,360
New +$348K 0.25% 74

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

Southland Equity Partners's IGM Position: Q2 2026 in Review

Southland Equity Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 2.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 4,405 shares worth $721K. The position accounts for 0.13% of the portfolio, ranked #128.

Southland Equity Partners first reported a position in IGM in Q4 2020 and has held it in 20 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Southland Equity Partners held 4,405 shares of iShares Expanded Tech Sector ETF worth $721K as of Q2 2026.
  • Southland Equity Partners bought 95 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $14.2K.
  • iShares Expanded Tech Sector ETF made up 0.13% of Southland Equity Partners's portfolio in Q2 2026, its #128 holding.
  • Southland Equity Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 20 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.