Wealth Enhancement Advisory Services
IGM icon

Wealth Enhancement Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.91M Sell
24,176
-2,897
-11% -$434K 0.01% 1164
2026
Q1 		$3.28M Sell
27,073
-3,603
-12% -$453K 0.01% 1126
2025
Q4 		$4.03M Sell
30,676
-5,999
-16% -$777K 0.01% 1124
2025
Q3 		$4.67M Buy
36,675
+11,521
+46% +$1.36M 0.01% 988
2025
Q2 		$2.85M Sell
25,154
-12,466
-33% -$1.22M ﹤0.01% 1181
2025
Q1 		$3.41M Sell
37,620
-9,056
-19% -$915K 0.01% 993
2024
Q4 		$4.77M Buy
46,676
+24,891
+114% +$2.5M 0.01% 819
2024
Q3 		$2.09M Sell
21,785
-932
-4% -$86.1K ﹤0.01% 1023
2024
Q2 		$2.14M Buy
22,717
+3,810
+20% +$334K 0.01% 956
2024
Q1 		$1.63M Buy
18,907
+187
+1% +$15.2K ﹤0.01% 1028
2023
Q4 		$1.4M Buy
18,720
+1,500
+9% +$103K ﹤0.01% 1024
2023
Q3 		$1.1M Buy
+17,220
New +$1.14M ﹤0.01% 1058

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's IGM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q2 2026, selling an estimated $434K and leaving 24,176 shares worth $3.91M. The position accounts for 0.01% of the portfolio, ranked #1164.

Wealth Enhancement Advisory Services first reported a position in IGM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.77M in Q4 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 24,176 shares of iShares Expanded Tech Sector ETF worth $3.91M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,897 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $434K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1164 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Expanded Tech Sector ETF position peaked at $4.77M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.