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Willis Johnson & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Willis Johnson & Associates’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 		$314K Sell
1,917
-4,877
-72% -$731K 0.02% 92
2026
Q1 		$805K Sell
6,794
-55
-0.8% -$6.92K 0.05% 89
2025
Q4 		$885K Sell
6,849
-78
-1% -$10.1K 0.05% 82
2025
Q3 		$872K Sell
6,927
-431
-6% -$50.8K 0.05% 80
2025
Q2 		$827K Buy
7,358
+17
+0.2% +$1.67K 0.06% 77
2025
Q1 		$666K Sell
7,341
-857
-10% -$86.6K 0.05% 78
2024
Q4 		$837K Buy
8,198
+153
+2% +$15.4K 0.06% 71
2024
Q3 		$772K Sell
8,045
-171
-2% -$15.8K 0.06% 73
2024
Q2 		$775K Hold
8,216
– – 0.06% 68
2024
Q1 		$708K Sell
8,216
-640
-7% -$52.1K 0.06% 69
2023
Q4 		$662K Sell
8,856
-408
-4% -$27.9K 0.06% 67
2023
Q3 		$590K Sell
9,264
-714
-7% -$47.1K 0.06% 75
2023
Q2 		$653K Sell
9,978
-1,980
-17% -$118K 0.07% 69
2023
Q1 		$676K Sell
11,958
-780
-6% -$40.7K 0.08% 69
2022
Q4 		$594K Sell
12,738
-492
-4% -$23.6K 0.08% 69
2022
Q3 		$609K Sell
13,230
-1,302
-9% -$68.6K 0.09% 64
2022
Q2 		$713K Buy
14,532
+7,134
+96% +$391K 0.1% 63
2022
Q1 		$479K Buy
7,398
+2,550
+53% +$164K 0.06% 70
2021
Q4 		$355K Buy
+4,848
New +$348K 0.05% 74

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

Willis Johnson & Associates's IGM Position: Q2 2026 in Review

Willis Johnson & Associates reduced its iShares Expanded Tech Sector ETF (IGM) stake by 72% in Q2 2026, selling an estimated $731K and leaving 1,917 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #92.

Willis Johnson & Associates first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $885K in Q4 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Willis Johnson & Associates held 1,917 shares of iShares Expanded Tech Sector ETF worth $314K as of Q2 2026.
  • Willis Johnson & Associates sold 4,877 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $731K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q2 2026, its #92 holding.
  • Willis Johnson & Associates first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • Willis Johnson & Associates's iShares Expanded Tech Sector ETF position peaked at $885K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.