World Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

World Investment Advisors’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	$539K	Sell	4,546 -138	-3%	-$20.7K	0.01%	935
2026 Q1	$555K	Buy	4,684 +106	+2%	+$13.3K	0.01%	932
2025 Q4	$591K	Sell	4,578 -2,043	-31%	-$265K	0.01%	862
2025 Q3	$834K	Buy	+6,621	New	+$781K	0.02%	618

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

World Investment Advisors's IGM Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.9% in Q2 2026, selling an estimated $20.7K and leaving 4,546 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #935.

World Investment Advisors first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $834K in Q3 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

World Investment Advisors held 4,546 shares of iShares Expanded Tech Sector ETF worth $539K as of Q2 2026.
World Investment Advisors sold 138 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $20.7K.
iShares Expanded Tech Sector ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #935 holding.
World Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
World Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $834K in Q3 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.