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Trilogy Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Trilogy Capital’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 		$1.41M Sell
8,615
-40,454
-82% -$6.06M 0.05% 176
2026
Q1 		$5.82M Sell
49,069
-1,013
-2% -$127K 0.26% 63
2025
Q4 		$6.47M Sell
50,082
-48,042
-49% -$6.22M 0.29% 57
2025
Q3 		$12.4M Buy
+98,124
New +$11.6M 0.57% 35

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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

Trilogy Capital's IGM Position: Q2 2026 in Review

Trilogy Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 82% in Q2 2026, selling an estimated $6.06M and leaving 8,615 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #176.

Trilogy Capital first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.4M in Q3 2025. 79 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Trilogy Capital held 8,615 shares of iShares Expanded Tech Sector ETF worth $1.41M as of Q2 2026.
  • Trilogy Capital sold 40,454 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $6.06M.
  • iShares Expanded Tech Sector ETF made up 0.05% of Trilogy Capital's portfolio in Q2 2026, its #176 holding.
  • Trilogy Capital first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • Trilogy Capital's iShares Expanded Tech Sector ETF position peaked at $12.4M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.