United Capital Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

United Capital Financial 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	$1.83M	Sell	11,161 -1,479	-12%	-$222K	0.01%	604
2026 Q1	$1.5M	Sell	12,640 -637	-5%	-$80.1K	0.01%	634
2025 Q4	$1.71M	Buy	+13,277	New	+$1.72M	0.01%	572
2024 Q2	–	Sell	-3,474	Closed	-$299K	–	1069
2024 Q1	$299K	Buy	+3,474	New	+$283K	﹤0.01%	875
2019 Q4	–	Sell	-666	Closed	-$24K	–	1399
2019 Q3	$24K	Buy	+666	New	+$24.4K	﹤0.01%	1280
2016 Q1	–	Sell	-476,532	Closed	-$8.79M	–	1239
2015 Q4	$8.79M	Buy	+476,532	New	+$8.77M	0.1%	227

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

United Capital Financial Advisors's IGM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q2 2026, selling an estimated $222K and leaving 11,161 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #604.

United Capital Financial Advisors first reported a position in IGM in Q4 2015 and has held it in 6 quarters since. The position peaked at $8.79M in Q4 2015. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

United Capital Financial Advisors held 11,161 shares of iShares Expanded Tech Sector ETF worth $1.83M as of Q2 2026.
United Capital Financial Advisors sold 1,479 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $222K.
iShares Expanded Tech Sector ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #604 holding.
United Capital Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2015 and has held it in 6 quarters since.
United Capital Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $8.79M in Q4 2015.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.