Wealthspire Advisors (New York)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Wealthspire Advisors (New York)’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	$16.5M	Buy	101,013 +97,299	+2,620%	+$14.6M	0.09%	133
2026 Q1	$440K	Sell	3,714 -4,163	-53%	-$524K	﹤0.01%	612
2025 Q4	$1.02M	Sell	7,877 -8,881	-53%	-$1.15M	0.01%	421
2025 Q3	$2.11M	Buy	16,758 +8,161	+95%	+$962K	0.01%	270
2025 Q2	$966K	Sell	8,597 -941	-10%	-$92.4K	0.01%	392
2025 Q1	$865K	Buy	9,538 +5,469	+134%	+$552K	0.01%	406
2024 Q4	$415K	Buy	4,069 +469	+13%	+$47.1K	﹤0.01%	566
2024 Q3	$345K	Hold	3,600	–	–	﹤0.01%	588
2024 Q2	$340K	Hold	3,600	–	–	﹤0.01%	510
2024 Q1	$310K	Hold	3,600	–	–	﹤0.01%	513
2023 Q4	$269K	Buy	+3,600	New	+$246K	﹤0.01%	548

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

Wealthspire Advisors (New York)'s IGM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Expanded Tech Sector ETF (IGM) stake by 2,620% in Q2 2026, buying an estimated $14.6M and bringing the position to 101,013 shares worth $16.5M. The position accounts for 0.09% of the portfolio, ranked #133.

Wealthspire Advisors (New York) first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Wealthspire Advisors (New York) held 101,013 shares of iShares Expanded Tech Sector ETF worth $16.5M as of Q2 2026.
Wealthspire Advisors (New York) bought 97,299 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $14.6M.
iShares Expanded Tech Sector ETF made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #133 holding.
Wealthspire Advisors (New York) first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.