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

Stratos Wealth 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 		$1.45M Buy
8,854
+3
+0% +$449 0.01% 709
2026
Q1 		$1.05M Buy
8,851
+227
+3% +$28.6K 0.01% 778
2025
Q4 		$1.11M Buy
8,624
+105
+1% +$13.6K 0.01% 736
2025
Q3 		$1.07M Buy
8,519
+392
+5% +$46.2K 0.01% 726
2025
Q2 		$913K Buy
8,127
+300
+4% +$29.5K 0.01% 720
2025
Q1 		$710K Sell
7,827
-2,686
-26% -$271K 0.01% 771
2024
Q4 		$1.07M Buy
10,513
+292
+3% +$29.3K 0.02% 671
2024
Q3 		$981K Buy
10,221
+3,002
+42% +$277K 0.01% 690
2024
Q2 		$681K Sell
7,219
-193
-3% -$16.9K 0.01% 789
2024
Q1 		$639K Sell
7,412
-388
-5% -$31.6K 0.01% 795
2023
Q4 		$583K Buy
7,800
+654
+9% +$44.7K 0.01% 819
2023
Q3 		$455K Buy
7,146
+684
+11% +$45.1K 0.01% 851
2023
Q2 		$423K Buy
6,462
+300
+5% +$17.8K 0.01% 832
2023
Q1 		$348K Sell
6,162
-1,308
-18% -$68.2K 0.01% 818
2022
Q4 		$349K Sell
7,470
-48
-0.6% -$2.3K 0.01% 841
2022
Q3 		$346K Sell
7,518
-4,236
-36% -$223K 0.01% 811
2022
Q2 		$577K Sell
11,754
-330
-3% -$18.1K 0.01% 676
2022
Q1 		$783K Buy
12,084
+582
+5% +$37.5K 0.02% 638
2021
Q4 		$842K Buy
11,502
+78
+0.7% +$5.61K 0.02% 610
2021
Q3 		$769K Buy
11,424
+408
+4% +$28.4K 0.02% 604
2021
Q2 		$742K Buy
11,016
+768
+7% +$48.9K 0.02% 639
2021
Q1 		$616K Sell
10,248
-1,434
-12% -$85.8K 0.02% 647
2020
Q4 		$681K Buy
11,682
+4,446
+61% +$243K 0.02% 572
2020
Q3 		$373K Buy
7,236
+1,674
+30% +$84.4K 0.01% 712
2020
Q2 		$259K Buy
+5,562
New +$234K 0.01% 811
2018
Q4 		– Sell
-5,100
Closed -$178K – 1601
2018
Q3 		$178K Buy
+5,100
New +$173K 0.01% 885
2018
Q2 		– Sell
-3,000
Closed -$90K – 1723
2018
Q1 		$90K Buy
+3,000
New +$91.1K ﹤0.01% 1253

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

Stratos Wealth Partners's IGM Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.03% in Q2 2026, buying an estimated $449 and bringing the position to 8,854 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #709.

Stratos Wealth Partners first reported a position in IGM in Q1 2018 and has held it in 27 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Stratos Wealth Partners held 8,854 shares of iShares Expanded Tech Sector ETF worth $1.45M as of Q2 2026.
  • Stratos Wealth Partners bought 3 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $449.
  • iShares Expanded Tech Sector ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #709 holding.
  • Stratos Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2018 and has held it in 27 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.