WealthPlan Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WealthPlan Investment 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	$508K	Sell	3,108 -9	-0.3%	-$1.35K	0.03%	316
2026 Q1	$369K	Hold	3,117	–	–	0.02%	353
2025 Q4	$403K	Sell	3,117 -5	-0.2%	-$648	0.03%	282
2025 Q3	$393K	Hold	3,122	–	–	0.03%	247
2025 Q2	$351K	Buy	+3,122	New	+$307K	0.03%	271
2023 Q2	–	Sell	-1,920	Closed	-$109K	–	415
2023 Q1	$109K	Buy	+1,920	New	+$100K	0.02%	193

Other funds holding IGM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DWS

Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WealthPlan Investment Management's IGM Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.29% in Q2 2026, selling an estimated $1.35K and leaving 3,108 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #316.

WealthPlan Investment Management first reported a position in IGM in Q1 2023 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

WealthPlan Investment Management held 3,108 shares of iShares Expanded Tech Sector ETF worth $508K as of Q2 2026.
WealthPlan Investment Management sold 9 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.35K.
iShares Expanded Tech Sector ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #316 holding.
WealthPlan Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.