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Sunbelt Securities’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sunbelt Securities’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
Q1 		$402K Sell
3,389
-996
-23% -$125K 0.03% 460
2025
Q4 		$566K Buy
4,385
+42
+1% +$5.44K 0.04% 366
2025
Q3 		$547K Sell
4,343
-713
-14% -$84.1K 0.04% 364
2025
Q2 		$516K Buy
5,056
+3,043
+151% +$299K 0.05% 343
2025
Q1 		$183K Sell
2,013
-3,043
-60% -$307K 0.02% 582
2024
Q4 		$521K Buy
5,056
+2,974
+143% +$299K 0.05% 342
2024
Q3 		$200K Sell
2,082
-4,034
-66% -$373K 0.02% 590
2024
Q2 		$577K Sell
6,116
-67
-1% -$5.87K 0.06% 300
2024
Q1 		$533K Buy
6,183
+5,001
+423% +$407K 0.06% 311
2023
Q4 		$88.4K Hold
1,182
– – 0.01% 701
2023
Q3 		$75.4K Sell
1,182
-5,106
-81% -$337K 0.01% 713
2023
Q2 		$412K Buy
6,288
+120
+2% +$7.14K 0.06% 321
2023
Q1 		$343K Sell
6,168
-138
-2% -$7.2K 0.06% 324
2022
Q4 		$294K Sell
6,306
-2,220
-26% -$106K 0.06% 355
2022
Q3 		$393K Buy
8,526
+12
+0.1% +$632 0.08% 279
2022
Q2 		$418K Sell
8,514
-816
-9% -$44.8K 0.09% 271
2022
Q1 		$613K Buy
9,330
+18
+0.2% +$1.16K 0.11% 212
2021
Q4 		$609K Sell
9,312
-756
-8% -$54.3K 0.1% 229
2021
Q3 		$680K Hold
10,068
– – 0.12% 203
2021
Q2 		$680K Sell
10,068
-1,398
-12% -$89K 0.12% 203
2021
Q1 		$690K Buy
11,466
+4,686
+69% +$280K 0.14% 189
2020
Q4 		$395K Sell
6,780
-13,308
-66% -$729K 0.08% 268
2020
Q3 		$1.03M Buy
20,088
+2,736
+16% +$138K 0.29% 93
2020
Q2 		$807K Buy
17,352
+10,416
+150% +$438K 0.28% 100
2020
Q1 		$245K Sell
6,936
-384
-5% -$15.4K 0.01% 323
2019
Q4 		$295K Buy
+7,320
New +$279K 0.03% 446

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sunbelt Securities's IGM Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Expanded Tech Sector ETF (IGM) stake by 23% in Q1 2026, selling an estimated $125K and leaving 3,389 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #460.

Sunbelt Securities first reported a position in IGM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.03M in Q3 2020. 510 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Sunbelt Securities held 3,389 shares of iShares Expanded Tech Sector ETF worth $402K as of Q1 2026.
  • Sunbelt Securities sold 996 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $125K.
  • iShares Expanded Tech Sector ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #460 holding.
  • Sunbelt Securities first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 26 quarters since.
  • Sunbelt Securities's iShares Expanded Tech Sector ETF position peaked at $1.03M in Q3 2020.
  • 510 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.