TSA Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TSA Wealth 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	$896K	Sell	5,478 -169	-3%	-$25.3K	0.25%	54
2026 Q1	$669K	Sell	5,647 -173	-3%	-$21.8K	0.22%	53
2025 Q4	$752K	Sell	5,820 -33	-0.6%	-$4.27K	0.25%	53
2025 Q3	$737K	Sell	5,853 -194	-3%	-$22.9K	0.25%	49
2025 Q2	$679K	Sell	6,047 -676	-10%	-$66.4K	0.25%	46
2025 Q1	$610K	Buy	6,723 +3,498	+108%	+$353K	0.24%	45
2024 Q4	$329K	Sell	3,225 -24	-0.7%	-$2.41K	0.13%	50
2024 Q3	$312K	Buy	3,249 +618	+23%	+$57.1K	0.13%	51
2024 Q2	$248K	Buy	2,631 +140	+6%	+$12.3K	0.11%	57
2024 Q1	$215K	Buy	+2,491	New	+$203K	0.09%	55

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

TSA Wealth Management's IGM Position: Q2 2026 in Review

TSA Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3% in Q2 2026, selling an estimated $25.3K and leaving 5,478 shares worth $896K. The position accounts for 0.25% of the portfolio, ranked #54.

TSA Wealth Management first reported a position in IGM in Q1 2024 and has held it in 10 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

TSA Wealth Management held 5,478 shares of iShares Expanded Tech Sector ETF worth $896K as of Q2 2026.
TSA Wealth Management sold 169 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $25.3K.
iShares Expanded Tech Sector ETF made up 0.25% of TSA Wealth Management's portfolio in Q2 2026, its #54 holding.
TSA Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 10 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.