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

Valeo 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	$426K	Hold	2,604	–	–	0.01%	500
2026 Q1	$309K	Hold	2,604	–	–	0.01%	534
2025 Q4	$336K	Hold	2,604	–	–	0.01%	577
2025 Q3	$328K	Buy	2,604 +8	+0.3%	+$943	0.01%	582
2025 Q2	$292K	Buy	2,596 +2	+0.1%	+$196	0.01%	587
2025 Q1	$235K	Buy	2,594 +2	+0.1%	+$202	0.01%	599
2024 Q4	$265K	Buy	2,592 +3	+0.1%	+$302	0.01%	584
2024 Q3	$248K	Buy	2,589 +1	+0%	+$92	0.01%	587
2024 Q2	$244K	Hold	2,588	–	–	0.01%	557
2024 Q1	$214K	Buy	+2,588	New	+$211K	0.01%	593
2021 Q2	–	Sell	-660	Closed	-$40K	–	1116
2021 Q1	$40K	Sell	660 -600	-48%	-$35.9K	﹤0.01%	955
2020 Q4	$74K	Hold	1,260	–	–	﹤0.01%	650
2020 Q3	$65K	Sell	1,260 -600	-32%	-$30.3K	0.01%	577
2020 Q2	$87K	Hold	1,860	–	–	0.01%	542
2020 Q1	$70K	Buy	+1,860	New	+$74.5K	0.01%	513

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

Valeo Financial Advisors's IGM Position: Q2 2026 in Review

Valeo Financial Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,604 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #500.

Valeo Financial Advisors first reported a position in IGM in Q1 2020 and has held it in 15 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Valeo Financial Advisors held 2,604 shares of iShares Expanded Tech Sector ETF worth $426K as of Q2 2026.
Valeo Financial Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #500 holding.
Valeo Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 15 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.