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

Summit Financial’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 		$1.71M Buy
10,479
+538
+5% +$80.6K 0.02% 671
2026
Q1 		$1.18M Sell
9,941
-515
-5% -$64.8K 0.02% 721
2025
Q4 		$1.35M Sell
10,456
-356
-3% -$46.1K 0.02% 579
2025
Q3 		$1.36M Buy
10,812
+4,365
+68% +$515K 0.02% 566
2025
Q2 		$724K Buy
+6,447
New +$633K 0.02% 491

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

Summit Financial's IGM Position: Q2 2026 in Review

Summit Financial increased its iShares Expanded Tech Sector ETF (IGM) stake by 5.4% in Q2 2026, buying an estimated $80.6K and bringing the position to 10,479 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #671.

Summit Financial first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Summit Financial held 10,479 shares of iShares Expanded Tech Sector ETF worth $1.71M as of Q2 2026.
  • Summit Financial bought 538 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $80.6K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #671 holding.
  • Summit Financial first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.