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 Q2	$702K	Sell	4,294 -22	-0.5%	-$3.29K	0.63%	39
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 $1.55T 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

Valued Retirements's IGM Position: Q2 2026 in Review

Valued Retirements reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.51% in Q2 2026, selling an estimated $3.29K and leaving 4,294 shares worth $702K. The position accounts for 0.63% of the portfolio, ranked #39.

Valued Retirements first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Valued Retirements held 4,294 shares of iShares Expanded Tech Sector ETF worth $702K as of Q2 2026.
Valued Retirements sold 22 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.29K.
iShares Expanded Tech Sector ETF made up 0.63% of Valued Retirements's portfolio in Q2 2026, its #39 holding.
Valued Retirements first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.