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

Waverly Advisors’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	$1.82M	Buy	11,135 +1,919	+21%	+$287K	0.01%	719
2026 Q1	$1.09M	Buy	9,216 +98	+1%	+$12.3K	0.01%	804
2025 Q4	$1.18M	Sell	9,118 -3,135	-26%	-$406K	0.01%	713
2025 Q3	$1.54M	Buy	12,253 +8,496	+226%	+$1M	0.02%	548
2025 Q2	$422K	Sell	3,757 -176	-4%	-$17.3K	﹤0.01%	853
2025 Q1	$357K	Buy	3,933 +429	+12%	+$43.3K	﹤0.01%	872
2024 Q4	$358K	Buy	3,504 +123	+4%	+$12.4K	0.01%	770
2024 Q3	$324K	Sell	3,381 -3	-0.1%	-$277	0.01%	666
2024 Q2	$319K	Buy	+3,384	New	+$296K	0.01%	654

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

Waverly Advisors's IGM Position: Q2 2026 in Review

Waverly Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 21% in Q2 2026, buying an estimated $287K and bringing the position to 11,135 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #719.

Waverly Advisors first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Waverly Advisors held 11,135 shares of iShares Expanded Tech Sector ETF worth $1.82M as of Q2 2026.
Waverly Advisors bought 1,919 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $287K.
iShares Expanded Tech Sector ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #719 holding.
Waverly Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.