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

SteelPeak Wealth’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	$2.77M	Buy	+16,928	New	+$2.54M	0.07%	195
2025 Q4	–	Sell	-204,668	Closed	-$25.8M	–	592
2025 Q3	$25.8M	Buy	204,668 +201,788	+7,007%	+$23.8M	0.86%	27
2025 Q2	$324K	Sell	2,880 -2,738	-49%	-$269K	0.01%	409
2025 Q1	$509K	Sell	5,618 -373,562	-99%	-$37.7M	0.02%	341
2024 Q4	$38.7M	Buy	379,180 +369,690	+3,896%	+$37.2M	1.57%	14
2024 Q3	$910K	Sell	9,490 -132,669	-93%	-$12.3M	0.04%	243
2024 Q2	$13.4M	Buy	+142,159	New	+$12.4M	0.62%	40
2024 Q1	–	Sell	-136,230	Closed	-$10.2M	–	508
2023 Q4	$10.2M	Buy	+136,230	New	+$9.31M	0.59%	42
2023 Q3	–	Sell	-129,402	Closed	-$8.47M	–	479
2023 Q2	$8.47M	Buy	+129,402	New	+$7.69M	0.5%	49

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

SteelPeak Wealth's IGM Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 16,928 shares worth $2.77M. The stake represents 0.07% of the portfolio and ranks #195 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in IGM as recently as Q3 2025.

SteelPeak Wealth first reported a position in IGM in Q2 2023 and has held it in 9 quarters since. The position peaked at $38.7M in Q4 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

SteelPeak Wealth held 16,928 shares of iShares Expanded Tech Sector ETF worth $2.77M as of Q2 2026.
iShares Expanded Tech Sector ETF was a new SteelPeak Wealth position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.07% of SteelPeak Wealth's portfolio in Q2 2026, its #195 holding.
SteelPeak Wealth first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 9 quarters since.
SteelPeak Wealth's iShares Expanded Tech Sector ETF position peaked at $38.7M in Q4 2024.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.