WLIM
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White Lighthouse Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

White Lighthouse 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 		$21.1M Buy
128,824
+5,400
+4% +$809K 2.63% 10
2026
Q1 		$14.6M Buy
123,424
+9,468
+8% +$1.19M 2.03% 13
2025
Q4 		$14.7M Buy
113,956
+11,221
+11% +$1.45M 2.05% 12
2025
Q3 		$12.9M Buy
102,735
+13,759
+15% +$1.62M 1.97% 12
2025
Q2 		$10M Buy
88,976
+8,626
+11% +$847K 1.63% 14
2025
Q1 		$7.29M Buy
80,350
+1,535
+2% +$155K 1.3% 18
2024
Q4 		$8.05M Sell
78,815
-79
-0.1% -$7.94K 1.41% 17
2024
Q3 		$7.57M Buy
78,894
+966
+1% +$89.3K 1.36% 18
2024
Q2 		$7.35M Buy
77,928
+2,105
+3% +$184K 1.42% 18
2024
Q1 		$6.53M Sell
75,823
-3,851
-5% -$314K 1.33% 18
2023
Q4 		$5.95M Sell
79,674
-852
-1% -$58.3K 1.3% 20
2023
Q3 		$5.13M Sell
80,526
-4,044
-5% -$267K 1.25% 20
2023
Q2 		$5.54M Sell
84,570
-846
-1% -$50.3K 1.32% 20
2023
Q1 		$4.83M Buy
85,416
+5,196
+6% +$271K 1.22% 21
2022
Q4 		$3.74M Buy
80,220
+2,484
+3% +$119K 1.02% 23
2022
Q3 		$3.58M Buy
77,736
+804
+1% +$42.4K 1.04% 22
2022
Q2 		$3.77M Buy
76,932
+6,354
+9% +$349K 1.08% 22
2022
Q1 		$4.57M Buy
70,578
+180
+0.3% +$11.6K 1.16% 21
2021
Q4 		$5.15M Sell
70,398
-144
-0.2% -$10.3K 1.28% 19
2021
Q3 		$4.75M Sell
70,542
-10,440
-13% -$726K 1.27% 19
2021
Q2 		$5.45M Sell
80,982
-1,308
-2% -$83.3K 1.49% 16
2021
Q1 		$4.95M Sell
82,290
-9,984
-11% -$597K 1.51% 16
2020
Q4 		$5.38M Sell
92,274
-4,320
-4% -$237K 1.72% 16
2020
Q3 		$4.98M Sell
96,594
-12,630
-12% -$637K 1.72% 18
2020
Q2 		$5.08M Sell
109,224
-12,798
-10% -$538K 1.87% 17
2020
Q1 		$4.31M Sell
122,022
-15,390
-11% -$617K 1.8% 17
2019
Q4 		$5.55M Sell
137,412
-3,090
-2% -$118K 2.03% 14
2019
Q3 		$5.08M Sell
140,502
-6,282
-4% -$230K 2.05% 14
2019
Q2 		$5.28M Sell
146,784
-4,050
-3% -$143K 2.2% 12
2019
Q1 		$5.18M Sell
150,834
-4,038
-3% -$130K 2.38% 11
2018
Q4 		$4.43M Sell
154,872
-6,924
-4% -$214K 2.43% 12
2018
Q3 		$5.65M Sell
161,796
-1,260
-0.8% -$42.8K 2.88% 10
2018
Q2 		$5.24M Buy
163,056
+1,530
+0.9% +$48.3K 2.88% 10
2018
Q1 		$4.83M Sell
161,526
-14,130
-8% -$429K 2.77% 10
2017
Q4 		$4.94M Buy
+175,656
New +$4.85M 2.84% 10

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

White Lighthouse Investment Management's IGM Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 4.4% in Q2 2026, buying an estimated $809K and bringing the position to 128,824 shares worth $21.1M. The position accounts for 2.63% of the portfolio, ranked #10.

White Lighthouse Investment Management first reported a position in IGM in Q4 2017 and has held it in 35 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • White Lighthouse Investment Management held 128,824 shares of iShares Expanded Tech Sector ETF worth $21.1M as of Q2 2026.
  • White Lighthouse Investment Management bought 5,400 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $809K.
  • iShares Expanded Tech Sector ETF made up 2.63% of White Lighthouse Investment Management's portfolio in Q2 2026, its #10 holding.
  • White Lighthouse Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and has held it in 35 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.