WealthShield Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WealthShield Partners’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	$1.77M	Sell	10,800 -2	-0%	-$300	0.27%	105
2026 Q1	$1.28M	Buy	10,802 +2	+0%	+$252	0.14%	159
2025 Q4	$1.39M	Hold	10,800	–	–	0.15%	145
2025 Q3	$1.36M	Hold	10,800	–	–	0.15%	147
2025 Q2	$1.21M	Hold	10,800	–	–	0.15%	157
2025 Q1	$979K	Buy	+10,800	New	+$1.09M	0.13%	164
2024 Q4	–	Sell	-10,800	Closed	-$1.04M	–	508
2024 Q3	$1.04M	Buy	+10,800	New	+$998K	0.14%	154
2024 Q1	–	Sell	-10,800	Closed	-$807K	–	497
2023 Q4	$807K	Hold	10,800	–	–	0.13%	159
2023 Q3	$689K	Hold	10,800	–	–	0.1%	181
2023 Q2	$707K	Hold	10,800	–	–	0.11%	177
2023 Q1	$611K	Hold	10,800	–	–	0.1%	189
2022 Q4	$504K	Hold	10,800	–	–	0.1%	193
2022 Q3	$498K	Hold	10,800	–	–	0.1%	196
2022 Q2	$530K	Hold	10,800	–	–	0.11%	190
2022 Q1	$700K	Hold	10,800	–	–	0.11%	189
2021 Q4	$790K	Buy	+10,800	New	+$776K	0.13%	157

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

WealthShield Partners's IGM Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q2 2026, selling an estimated $300 and leaving 10,800 shares worth $1.77M. The position accounts for 0.27% of the portfolio, ranked #105.

WealthShield Partners first reported a position in IGM in Q4 2021 and has held it in 16 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

WealthShield Partners held 10,800 shares of iShares Expanded Tech Sector ETF worth $1.77M as of Q2 2026.
WealthShield Partners sold 2 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $300.
iShares Expanded Tech Sector ETF made up 0.27% of WealthShield Partners's portfolio in Q2 2026, its #105 holding.
WealthShield Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 16 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.