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WealthBridge Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WealthBridge Capital Management’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 		$10.8M Sell
66,166
-1,649
-2% -$247K 2.15% 10
2026
Q1 		$8.04M Buy
67,815
+290
+0.4% +$36.5K 1.85% 13
2025
Q4 		$8.72M Sell
67,525
-1,640
-2% -$212K 1.99% 11
2025
Q3 		$8.71M Sell
69,165
-1,000
-1% -$118K 2.04% 10
2025
Q2 		$7.88M Buy
70,165
+805
+1% +$79.1K 2% 10
2025
Q1 		$6.29M Buy
69,360
+381
+0.6% +$38.5K 1.78% 10
2024
Q4 		$7.04M Buy
68,979
+161
+0.2% +$16.2K 1.96% 11
2024
Q3 		$6.6M Sell
68,818
-114
-0.2% -$10.5K 1.89% 10
2024
Q2 		$6.5M Sell
68,932
-2,461
-3% -$215K 2.14% 9
2024
Q1 		$6.15M Sell
71,393
-415
-0.6% -$33.8K 2.07% 11
2023
Q4 		$5.36M Sell
71,808
-324
-0.4% -$22.2K 2.01% 11
2023
Q3 		$4.59M Buy
72,132
+390
+0.5% +$25.7K 1.9% 12
2023
Q2 		$4.7M Buy
71,742
+288
+0.4% +$17.1K 1.88% 10
2023
Q1 		$4.04M Buy
71,454
+318
+0.4% +$16.6K 1.61% 12
2022
Q4 		$3.32M Buy
71,136
+726
+1% +$34.8K 1.39% 17
2022
Q3 		$3.46M Hold
70,410
– – 1.47% 16
2022
Q2 		$3.46M Sell
70,410
-1,926
-3% -$106K 1.47% 16
2022
Q1 		$4.68M Buy
72,336
+1,470
+2% +$94.6K 1.75% 10
2021
Q4 		$5.18M Sell
70,866
-6,954
-9% -$500K 1.94% 10
2021
Q3 		$5.24M Sell
77,820
-7,128
-8% -$495K 1.95% 11
2021
Q2 		$5.72M Sell
84,948
-618
-0.7% -$39.4K 2.08% 11
2021
Q1 		$5.15M Buy
85,566
+228
+0.3% +$13.6K 2.1% 11
2020
Q4 		$4.98M Buy
85,338
+6,006
+8% +$329K 2.18% 11
2020
Q3 		$4.09M Buy
79,332
+2,514
+3% +$127K 2.1% 12
2020
Q2 		$3.57M Buy
76,818
+12,888
+20% +$542K 2.03% 12
2020
Q1 		$2.26M Buy
63,930
+31,866
+99% +$1.28M 1.57% 17
2019
Q4 		$1.29M Buy
32,064
+480
+2% +$18.3K 0.84% 30
2019
Q3 		$1.14M Sell
31,584
-60
-0.2% -$2.19K 0.82% 30
2019
Q2 		$906K Sell
31,644
-2,190
-6% -$77.4K 0.83% 34
2019
Q1 		$1.2M Buy
33,834
+2,190
+7% +$70.3K 0.76% 27
2018
Q4 		$906K Buy
+31,644
New +$978K 0.69% 34

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

WealthBridge Capital Management's IGM Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.4% in Q2 2026, selling an estimated $247K and leaving 66,166 shares worth $10.8M. The position accounts for 2.15% of the portfolio, ranked #10.

WealthBridge Capital Management first reported a position in IGM in Q4 2018 and has held it in 31 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • WealthBridge Capital Management held 66,166 shares of iShares Expanded Tech Sector ETF worth $10.8M as of Q2 2026.
  • WealthBridge Capital Management sold 1,649 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $247K.
  • iShares Expanded Tech Sector ETF made up 2.15% of WealthBridge Capital Management's portfolio in Q2 2026, its #10 holding.
  • WealthBridge Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 31 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.