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

Spire Wealth Management’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	$217K	Buy	1,325 +1,064	+408%	+$159K	0.01%	757
2026 Q1	$30.9K	Hold	261	–	–	﹤0.01%	1302
2025 Q4	$33.7K	Sell	261 -3,244	-93%	-$420K	﹤0.01%	1304
2025 Q3	$441K	Buy	3,505 +440	+14%	+$51.9K	0.02%	560
2025 Q2	$344K	Sell	3,065 -254	-8%	-$24.9K	0.01%	603
2025 Q1	$301K	Buy	3,319 +478	+17%	+$48.3K	0.01%	713
2024 Q4	$290K	Buy	2,841 +685	+32%	+$68.8K	0.01%	719
2024 Q3	$207K	Buy	2,156 +1,600	+288%	+$148K	0.01%	721
2024 Q2	$52.4K	Buy	556 +400	+256%	+$35K	﹤0.01%	1103
2024 Q1	$13.4K	Hold	156	–	–	﹤0.01%	1629
2023 Q4	$12.2K	Buy	+156	New	+$10.7K	﹤0.01%	1694
2022 Q4	–	Sell	-264	Closed	-$12K	–	2357
2022 Q3	$12K	Sell	264 -174	-40%	-$9.17K	﹤0.01%	1508
2022 Q2	$21K	Buy	+438	New	+$24K	﹤0.01%	1648

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

Spire Wealth Management's IGM Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 408% in Q2 2026, buying an estimated $159K and bringing the position to 1,325 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #757.

Spire Wealth Management first reported a position in IGM in Q2 2022 and has held it in 13 quarters since. The position peaked at $441K in Q3 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Spire Wealth Management held 1,325 shares of iShares Expanded Tech Sector ETF worth $217K as of Q2 2026.
Spire Wealth Management bought 1,064 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $159K.
iShares Expanded Tech Sector ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #757 holding.
Spire Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and has held it in 13 quarters since.
Spire Wealth Management's iShares Expanded Tech Sector ETF position peaked at $441K in Q3 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.