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Twin Peaks Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Twin Peaks Wealth 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
Q1 		$14.8K Buy
+125
New +$15.7K ﹤0.01% 844
2025
Q3 		– Sell
-166
Closed -$19.8K – 1092
2025
Q2 		$19.8K Buy
+166
New +$16.3K 0.01% 611

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

Twin Peaks Wealth Advisors's IGM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2026: 125 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IGM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IGM in Q2 2025 and has held it in 2 quarters since. The position peaked at $19.8K in Q2 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 125 shares of iShares Expanded Tech Sector ETF worth $14.8K as of Q1 2026.
  • iShares Expanded Tech Sector ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #844 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $19.8K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.