Strait & Sound Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Strait & Sound 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	$1.08M	Sell	6,592 -65	-1%	-$9.74K	0.38%	58
2026 Q1	$789K	Buy	6,657 +88	+1%	+$11.1K	0.29%	74
2025 Q4	$848K	Buy	6,569 +41	+0.6%	+$5.31K	0.32%	67
2025 Q3	$822K	Buy	6,528 +695	+12%	+$82K	0.32%	66
2025 Q2	$655K	Buy	5,833 +534	+10%	+$52.5K	0.28%	72
2025 Q1	$480K	Buy	5,299 +2,248	+74%	+$227K	0.22%	83
2024 Q4	$311K	Buy	3,051 +211	+7%	+$21.2K	0.14%	109
2024 Q3	$272K	Buy	2,840 +362	+15%	+$33.5K	0.13%	116
2024 Q2	$234K	Buy	+2,478	New	+$217K	0.12%	131

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

Strait & Sound Wealth Management's IGM Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.98% in Q2 2026, selling an estimated $9.74K and leaving 6,592 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #58.

Strait & Sound Wealth Management first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Strait & Sound Wealth Management held 6,592 shares of iShares Expanded Tech Sector ETF worth $1.08M as of Q2 2026.
Strait & Sound Wealth Management sold 65 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $9.74K.
iShares Expanded Tech Sector ETF made up 0.38% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #58 holding.
Strait & Sound Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.