WNY Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WNY Asset 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	$491K	Hold	3,000	–	–	0.04%	168
2026 Q1	$356K	Buy	+3,000	New	+$377K	0.04%	184
2025 Q3	$378K	Hold	3,000	–	–	0.04%	170
2025 Q2	$337K	Hold	3,000	–	–	0.04%	168
2025 Q1	$272K	Hold	3,000	–	–	0.03%	195
2024 Q4	$306K	Hold	3,000	–	–	0.04%	171
2024 Q3	$288K	Hold	3,000	–	–	0.03%	191
2024 Q2	$283K	Hold	3,000	–	–	0.04%	194
2024 Q1	$259K	Hold	3,000	–	–	0.04%	198
2023 Q4	$224K	Buy	+3,000	New	+$205K	0.04%	204

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 22.9% 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

WNY Asset Management's IGM Position: Q2 2026 in Review

WNY Asset Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,000 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #168.

WNY Asset Management first reported a position in IGM in Q4 2023 and has held it in 10 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

WNY Asset Management held 3,000 shares of iShares Expanded Tech Sector ETF worth $491K as of Q2 2026.
WNY Asset Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.04% of WNY Asset Management's portfolio in Q2 2026, its #168 holding.
WNY Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 10 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.