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W Advisors LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

W Advisors LLC’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 		$268K Buy
+1,640
New +$246K 0.12% 129
2026
Q1 		– Sell
-1,640
Closed -$212K – 146
2025
Q4 		$212K Hold
1,640
– – 0.11% 136
2025
Q3 		$207K Buy
+1,640
New +$193K 0.11% 133

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

W Advisors LLC's IGM Position: Q2 2026 in Review

W Advisors LLC opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,640 shares worth $268K. The stake represents 0.12% of the portfolio and ranks #129 among its holdings. This is a return to the name: W Advisors LLC previously reported a position in IGM as recently as Q4 2025.

W Advisors LLC first reported a position in IGM in Q3 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • W Advisors LLC held 1,640 shares of iShares Expanded Tech Sector ETF worth $268K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new W Advisors LLC position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.12% of W Advisors LLC's portfolio in Q2 2026, its #129 holding.
  • W Advisors LLC first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.