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Synergy Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Synergy Investment 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 		$3.93K Sell
24
-6
-20% -$899 ﹤0.01% 803
2026
Q1 		$3.56K Buy
+30
New +$3.77K ﹤0.01% 625

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

Synergy Investment Management's IGM Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 20% in Q2 2026, selling an estimated $899 and leaving 24 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Synergy Investment Management first reported a position in IGM in Q1 2026 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Synergy Investment Management held 24 shares of iShares Expanded Tech Sector ETF worth $3.93K as of Q2 2026.
  • Synergy Investment Management sold 6 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $899.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #803 holding.
  • Synergy Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.