Sowell Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sowell Financial 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	$4.41M	Sell	26,940 -288	-1%	-$43.1K	0.14%	150
2026 Q1	$3.23M	Sell	27,228 -371	-1%	-$46.7K	0.12%	185
2025 Q4	$3.56M	Sell	27,599 -100	-0.4%	-$13K	0.13%	156
2025 Q3	$3.49M	Buy	27,699 +54	+0.2%	+$6.37K	0.13%	161
2025 Q2	$3.11M	Sell	27,645 -275	-1%	-$27K	0.13%	166
2025 Q1	$2.53M	Buy	27,920 +35	+0.1%	+$3.54K	0.12%	183
2024 Q4	$2.85M	Buy	27,885 +398	+1%	+$40K	0.15%	152
2024 Q3	$2.64M	Buy	27,487 +2	+0%	+$185	0.12%	192
2024 Q2	$2.59M	Sell	27,485 -29	-0.1%	-$2.54K	0.12%	174
2024 Q1	$2.37M	Buy	+27,514	New	+$2.24M	0.11%	192
2023 Q2	–	Sell	-26,460	Closed	-$1.5M	–	672
2023 Q1	$1.5M	Buy	+26,460	New	+$1.38M	0.12%	213
2021 Q2	–	Sell	-90	Closed	-$6K	–	1547
2021 Q1	$6K	Hold	90	–	–	﹤0.01%	2529
2020 Q4	$5K	Hold	90	–	–	﹤0.01%	2270
2020 Q3	$5K	Hold	90	–	–	﹤0.01%	1987
2020 Q2	$4K	Hold	90	–	–	﹤0.01%	1965
2020 Q1	$3K	Hold	90	–	–	﹤0.01%	1984
2019 Q4	$4K	Hold	90	–	–	﹤0.01%	1973
2019 Q3	$3K	Buy	+90	New	+$3.29K	﹤0.01%	1936

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

Sowell Financial Services's IGM Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q2 2026, selling an estimated $43.1K and leaving 26,940 shares worth $4.41M. The position accounts for 0.14% of the portfolio, ranked #150.

Sowell Financial Services first reported a position in IGM in Q3 2019 and has held it in 18 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Sowell Financial Services held 26,940 shares of iShares Expanded Tech Sector ETF worth $4.41M as of Q2 2026.
Sowell Financial Services sold 288 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $43.1K.
iShares Expanded Tech Sector ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #150 holding.
Sowell Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and has held it in 18 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.