Valued Retirements’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Valued Retirements’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	$511K	Sell	4,316 -4	-0.1%	-$503	0.5%	47
2025 Q4	$558K	Sell	4,320 -3	-0.1%	-$389	0.55%	43
2025 Q3	$486K	Hold	4,323	–	–	0.55%	48
2025 Q2	$486K	Hold	4,323	–	–	0.55%	48
2025 Q1	$392K	Hold	4,323	–	–	0.52%	51
2024 Q4	$441K	Hold	4,323	–	–	0.59%	48
2024 Q3	$415K	Sell	4,323 -21	-0.5%	-$1.94K	0.57%	47
2024 Q2	$410K	Hold	4,344	–	–	0.62%	45
2024 Q1	$374K	Hold	4,344	–	–	0.6%	41
2023 Q4	$324K	Buy	+4,344	New	+$297K	0.56%	43

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Valued Retirements's IGM Position: Q1 2026 in Review

Valued Retirements reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.09% in Q1 2026, selling an estimated $503 and leaving 4,316 shares worth $511K. The position accounts for 0.5% of the portfolio, ranked #47.

Valued Retirements first reported a position in IGM in Q4 2023 and has held it in 10 quarters since. The position peaked at $558K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Valued Retirements held 4,316 shares of iShares Expanded Tech Sector ETF worth $511K as of Q1 2026.
Valued Retirements sold 4 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $503.
iShares Expanded Tech Sector ETF made up 0.5% of Valued Retirements's portfolio in Q1 2026, its #47 holding.
Valued Retirements first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's iShares Expanded Tech Sector ETF position peaked at $558K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.