TIA
IGM icon

Traphagen Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Traphagen Investment Advisors’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 		$5.42M Sell
33,162
-260
-0.8% -$38.9K 0.39% 29
2026
Q1 		$3.96M Sell
33,422
-122
-0.4% -$15.3K 0.32% 36
2025
Q4 		$4.33M Sell
33,544
-100
-0.3% -$13K 0.36% 30
2025
Q3 		$4.24M Sell
33,644
-6
-0% -$708 0.36% 29
2025
Q2 		$3.78M Buy
33,650
+883
+3% +$86.7K 0.36% 31
2025
Q1 		$2.97M Sell
32,767
-11
-0% -$1.11K 0.31% 34
2024
Q4 		$3.35M Sell
32,778
-531
-2% -$53.4K 0.34% 32
2024
Q3 		$3.2M Sell
33,309
-345
-1% -$31.9K 0.32% 33
2024
Q2 		$3.17M Sell
33,654
-132
-0.4% -$11.6K 0.34% 33
2024
Q1 		$2.91M Sell
33,786
-1,752
-5% -$143K 0.31% 34
2023
Q4 		$2.65M Sell
35,538
-7,104
-17% -$486K 0.31% 34
2023
Q3 		$2.72M Sell
42,642
-4,356
-9% -$287K 0.34% 30
2023
Q2 		$3.08M Sell
46,998
-3,036
-6% -$181K 0.4% 33
2023
Q1 		$2.83M Sell
50,034
-8,178
-14% -$427K 0.42% 32
2022
Q4 		$2.72M Sell
58,212
-295,986
-84% -$14.2M 0.43% 32
2022
Q3 		$16.3M Buy
354,198
+16,266
+5% +$857K 2.99% 10
2022
Q2 		$16.6M Buy
337,932
+27,894
+9% +$1.53M 3.02% 8
2022
Q1 		$20.1M Buy
310,038
+17,004
+6% +$1.09M 3.25% 8
2021
Q4 		$21.4M Buy
293,034
+5,232
+2% +$376K 3.52% 8
2021
Q3 		$19.4M Buy
287,802
+13,068
+5% +$908K 3.47% 7
2021
Q2 		$18.5M Sell
274,734
-11,190
-4% -$713K 3.15% 10
2021
Q1 		$17.2M Sell
285,924
-75,198
-21% -$4.5M 3.15% 9
2020
Q4 		$21.1M Sell
361,122
-8,994
-2% -$493K 3.79% 9
2020
Q3 		$19.1M Buy
370,116
+45,402
+14% +$2.29M 3.86% 9
2020
Q2 		$15.1M Buy
324,714
+19,590
+6% +$823K 3.42% 8
2020
Q1 		$10.8M Buy
+305,124
New +$12.2M 2.89% 9

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Traphagen Investment Advisors's IGM Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.78% in Q2 2026, selling an estimated $38.9K and leaving 33,162 shares worth $5.42M. The position accounts for 0.39% of the portfolio, ranked #29.

Traphagen Investment Advisors first reported a position in IGM in Q1 2020 and has held it in 26 quarters since. The position peaked at $21.4M in Q4 2021. 96 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Traphagen Investment Advisors held 33,162 shares of iShares Expanded Tech Sector ETF worth $5.42M as of Q2 2026.
  • Traphagen Investment Advisors sold 260 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $38.9K.
  • iShares Expanded Tech Sector ETF made up 0.39% of Traphagen Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Traphagen Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 26 quarters since.
  • Traphagen Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $21.4M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.