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 Q2	$460K	Hold	2,810	–	–	0.05%	92
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFC Financial Management's IGM Position: Q2 2026 in Review

TFC Financial Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,810 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #92.

TFC Financial Management first reported a position in IGM in Q3 2020 and has held it in 24 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

TFC Financial Management held 2,810 shares of iShares Expanded Tech Sector ETF worth $460K as of Q2 2026.
TFC Financial Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.05% of TFC Financial Management's portfolio in Q2 2026, its #92 holding.
TFC Financial Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 24 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.