Advisors Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Advisors Capital 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	$342K	Sell	2,088 -481	-19%	-$72K	﹤0.01%	503
2026 Q1	$304K	Hold	2,569	–	–	﹤0.01%	479
2025 Q4	$332K	Sell	2,569 -60	-2%	-$7.77K	﹤0.01%	478
2025 Q3	$331K	Buy	2,629 +300	+13%	+$35.4K	﹤0.01%	461
2025 Q2	$262K	Hold	2,329	–	–	﹤0.01%	463
2025 Q1	$211K	Hold	2,329	–	–	﹤0.01%	493
2024 Q4	$238K	Hold	2,329	–	–	﹤0.01%	479
2024 Q3	$223K	Hold	2,329	–	–	﹤0.01%	470
2024 Q2	$220K	Buy	+2,329	New	+$204K	﹤0.01%	455
2022 Q4	–	Sell	-8,010	Closed	-$397K	–	455
2022 Q3	$397K	Sell	8,010 -294	-4%	-$15.5K	0.01%	346
2022 Q2	$408K	Buy	8,304 +2,124	+34%	+$116K	0.01%	323
2022 Q1	$400K	Buy	6,180 +1,098	+22%	+$70.7K	0.01%	330
2021 Q4	$372K	Buy	5,082 +762	+18%	+$54.8K	0.01%	341
2021 Q3	$291K	Buy	4,320 +108	+3%	+$7.51K	0.01%	358
2021 Q2	$284K	Hold	4,212	–	–	0.01%	333
2021 Q1	$253K	Buy	4,212 +330	+9%	+$19.7K	0.01%	333
2020 Q4	$226K	Buy	+3,882	New	+$213K	0.01%	321

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

Advisors Capital Management's IGM Position: Q2 2026 in Review

Advisors Capital Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 19% in Q2 2026, selling an estimated $72K and leaving 2,088 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Advisors Capital Management first reported a position in IGM in Q4 2020 and has held it in 17 quarters since. The position peaked at $408K in Q2 2022. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Advisors Capital Management held 2,088 shares of iShares Expanded Tech Sector ETF worth $342K as of Q2 2026.
Advisors Capital Management sold 481 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $72K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #503 holding.
Advisors Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 17 quarters since.
Advisors Capital Management's iShares Expanded Tech Sector ETF position peaked at $408K in Q2 2022.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.