TFM
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TFC Financial Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TFC Financial 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
Q1 		$333K Hold
2,810
– – 0.04% 98
2025
Q4 		$363K Sell
2,810
-190
-6% -$24.6K 0.05% 92
2025
Q3 		$378K Hold
3,000
– – 0.05% 88
2025
Q2 		$337K Hold
3,000
– – 0.05% 93
2025
Q1 		$272K Hold
3,000
– – 0.04% 100
2024
Q4 		$306K Sell
3,000
-210
-7% -$21.1K 0.05% 99
2024
Q3 		$308K Hold
3,210
– – 0.05% 103
2024
Q2 		$303K Hold
3,210
– – 0.05% 88
2024
Q1 		$277K Hold
3,210
– – 0.05% 90
2023
Q4 		$240K Hold
3,210
– – 0.05% 99
2023
Q3 		$204K Hold
3,210
– – 0.05% 107
2023
Q2 		$210K Hold
3,210
– – 0.05% 102
2023
Q1 		$182K Hold
3,210
– – 0.05% 113
2022
Q4 		$150K Sell
3,210
-360
-10% -$17.3K 0.04% 117
2022
Q3 		$164K Hold
3,570
– – 0.05% 100
2022
Q2 		$175K Buy
3,570
+2,220
+164% +$122K 0.05% 102
2022
Q1 		$87K Sell
1,350
-2,220
-62% -$143K 0.02% 169
2021
Q4 		$261K Sell
3,570
-780
-18% -$56.1K 0.08% 84
2021
Q3 		$293K Hold
4,350
– – 0.1% 78
2021
Q2 		$293K Sell
4,350
-1,830
-30% -$117K 0.1% 74
2021
Q1 		$372K Sell
6,180
-900
-13% -$53.8K 0.15% 64
2020
Q4 		$413K Sell
7,080
-522
-7% -$28.6K 0.17% 56
2020
Q3 		$392K Buy
+7,602
New +$383K 0.19% 49

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TFC Financial Management's IGM Position: Q1 2026 in Review

TFC Financial Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2026 at 2,810 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #98.

TFC Financial Management first reported a position in IGM in Q3 2020 and has held it in 23 quarters since. The position peaked at $413K in Q4 2020. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • TFC Financial Management held 2,810 shares of iShares Expanded Tech Sector ETF worth $333K as of Q1 2026.
  • TFC Financial Management left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech Sector ETF made up 0.04% of TFC Financial Management's portfolio in Q1 2026, its #98 holding.
  • TFC Financial Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's iShares Expanded Tech Sector ETF position peaked at $413K in Q4 2020.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.