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Valmark Advisers’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Valmark Advisers’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 		$932K Buy
5,699
+213
+4% +$31.9K 0.01% 372
2026
Q1 		$650K Sell
5,486
-118
-2% -$14.8K 0.01% 415
2025
Q4 		$724K Buy
5,604
+603
+12% +$78.1K 0.01% 388
2025
Q3 		$630K Sell
5,001
-57
-1% -$6.72K 0.01% 399
2025
Q2 		$568K Hold
5,058
– – 0.01% 425
2025
Q1 		$459K Sell
5,058
-9
-0.2% -$909 0.01% 443
2024
Q4 		$517K Buy
5,067
+301
+6% +$30.3K 0.01% 412
2024
Q3 		$457K Buy
4,766
+369
+8% +$34.1K 0.01% 430
2024
Q2 		$415K Buy
4,397
+361
+9% +$31.6K 0.01% 422
2024
Q1 		$348K Sell
4,036
-14
-0.3% -$1.14K 0.01% 431
2023
Q4 		$302K Hold
4,050
– – 0.01% 419
2023
Q3 		$258K Sell
4,050
-24
-0.6% -$1.58K 0.01% 416
2023
Q2 		$267K Sell
4,074
-108
-3% -$6.42K 0.01% 422
2023
Q1 		$236K Buy
+4,182
New +$218K 0.01% 432
2022
Q3 		– Sell
-4,176
Closed -$205K – 419
2022
Q2 		$205K Sell
4,176
-570
-12% -$31.3K ﹤0.01% 399
2022
Q1 		$307K Buy
4,746
+60
+1% +$3.86K 0.01% 364
2021
Q4 		$343K Sell
4,686
-18
-0.4% -$1.29K 0.01% 329
2021
Q3 		$316K Sell
4,704
-18
-0.4% -$1.25K 0.01% 318
2021
Q2 		$318K Buy
4,722
+282
+6% +$18K 0.01% 324
2021
Q1 		$267K Sell
4,440
-14,100
-76% -$843K 0.01% 335
2020
Q4 		$1.08M Sell
18,540
-37,458
-67% -$2.05M 0.02% 160
2020
Q3 		$2.88M Buy
55,998
+3,030
+6% +$153K 0.07% 74
2020
Q2 		$2.46M Sell
52,968
-20,298
-28% -$853K 0.06% 74
2020
Q1 		$2.59M Buy
+73,266
New +$2.94M 0.07% 58

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers's IGM Position: Q2 2026 in Review

Valmark Advisers increased its iShares Expanded Tech Sector ETF (IGM) stake by 3.9% in Q2 2026, buying an estimated $31.9K and bringing the position to 5,699 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #372.

Valmark Advisers first reported a position in IGM in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.88M in Q3 2020. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Valmark Advisers held 5,699 shares of iShares Expanded Tech Sector ETF worth $932K as of Q2 2026.
  • Valmark Advisers bought 213 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $31.9K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #372 holding.
  • Valmark Advisers first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 24 quarters since.
  • Valmark Advisers's iShares Expanded Tech Sector ETF position peaked at $2.88M in Q3 2020.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.