Venture Visionary Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Venture Visionary Partners’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	$555K	Sell	3,390 -900	-21%	-$135K	0.02%	460
2026 Q1	$508K	Hold	4,290	–	–	0.02%	426
2025 Q4	$554K	Hold	4,290	–	–	0.02%	414
2025 Q3	$540K	Hold	4,290	–	–	0.02%	398
2025 Q2	$482K	Hold	4,290	–	–	0.02%	408
2025 Q1	$389K	Hold	4,290	–	–	0.02%	428
2024 Q4	$438K	Hold	4,290	–	–	0.02%	393
2024 Q3	$412K	Hold	4,290	–	–	0.02%	413
2024 Q2	$405K	Hold	4,290	–	–	0.02%	416
2024 Q1	$370K	Hold	4,290	–	–	0.02%	428
2023 Q4	$320K	Hold	4,290	–	–	0.02%	423
2023 Q3	$273K	Hold	4,290	–	–	0.02%	427
2023 Q2	$281K	Hold	4,290	–	–	0.02%	431
2023 Q1	$243K	Hold	4,290	–	–	0.02%	439
2022 Q4	$200K	Buy	+4,290	New	+$206K	0.01%	452
2022 Q3	–	Sell	-4,290	Closed	-$210K	–	972
2022 Q2	$210K	Hold	4,290	–	–	0.02%	435
2022 Q1	$277K	Hold	4,290	–	–	0.02%	422
2021 Q4	$313K	Hold	4,290	–	–	0.02%	400
2021 Q3	$288K	Hold	4,290	–	–	0.02%	411
2021 Q2	$288K	Hold	4,290	–	–	0.02%	398
2021 Q1	$258K	Hold	4,290	–	–	0.02%	396
2020 Q4	$250K	Buy	+4,290	New	+$235K	0.03%	341

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

Venture Visionary Partners's IGM Position: Q2 2026 in Review

Venture Visionary Partners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 21% in Q2 2026, selling an estimated $135K and leaving 3,390 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #460.

Venture Visionary Partners first reported a position in IGM in Q4 2020 and has held it in 22 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Venture Visionary Partners held 3,390 shares of iShares Expanded Tech Sector ETF worth $555K as of Q2 2026.
Venture Visionary Partners sold 900 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $135K.
iShares Expanded Tech Sector ETF made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #460 holding.
Venture Visionary Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 22 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.