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AE Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

AE Wealth 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 		$1.52M Sell
9,280
-2
-0% -$300 0.01% 761
2026
Q1 		$1.1M Buy
9,282
+6,527
+237% +$821K 0.01% 815
2025
Q4 		$356K Buy
2,755
+1,776
+181% +$230K ﹤0.01% 1223
2025
Q3 		$123K Buy
979
+290
+42% +$34.2K ﹤0.01% 1508
2025
Q2 		$77.4K Buy
689
+48
+7% +$4.71K ﹤0.01% 1542
2025
Q1 		$58.1K Hold
641
– – ﹤0.01% 1556
2024
Q4 		$65.4K Buy
+641
New +$64.4K ﹤0.01% 1514
2024
Q1 		– Sell
-141,672
Closed -$11.3M – 1554
2023
Q4 		$11.3M Sell
141,672
-70,806
-33% -$4.84M 0.06% 370
2023
Q3 		$13.5M Buy
212,478
+3,960
+2% +$261K 0.08% 300
2023
Q2 		$13.7M Buy
208,518
+216
+0.1% +$12.8K 0.08% 294
2023
Q1 		$11.8M Sell
208,302
-5,898
-3% -$308K 0.08% 316
2022
Q4 		$10M Buy
214,200
+7,290
+4% +$349K 0.07% 320
2022
Q3 		$9.53M Buy
206,910
+36,054
+21% +$1.9M 0.08% 283
2022
Q2 		$8.38M Sell
170,856
-10,740
-6% -$589K 0.07% 305
2022
Q1 		$11.8M Buy
181,596
+132,654
+271% +$8.54M 0.08% 252
2021
Q4 		$3.58M Buy
48,942
+4,770
+11% +$343K 0.03% 514
2021
Q3 		$2.97M Buy
44,172
+12,762
+41% +$887K 0.02% 516
2021
Q2 		$2.12M Buy
31,410
+4,962
+19% +$316K 0.02% 624
2021
Q1 		$1.59M Sell
26,448
-5,496
-17% -$329K 0.02% 634
2020
Q4 		$1.86M Buy
31,944
+4,626
+17% +$253K 0.02% 514
2020
Q3 		$1.41M Sell
27,318
-1,554
-5% -$78.4K 0.02% 528
2020
Q2 		$1.34M Buy
+28,872
New +$1.21M 0.02% 525
2020
Q1 		– Sell
-5,424
Closed -$219K – 1193
2019
Q4 		$219K Buy
+5,424
New +$207K ﹤0.01% 1034
2019
Q1 		– Sell
-7,842
Closed -$224K – 652
2018
Q4 		$224K Buy
7,842
+1,830
+30% +$56.6K 0.04% 419
2018
Q3 		$210K Buy
+6,012
New +$204K 0.01% 551

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

AE Wealth Management's IGM Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q2 2026, selling an estimated $300 and leaving 9,280 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #761.

AE Wealth Management first reported a position in IGM in Q3 2018 and has held it in 25 quarters since. The position peaked at $13.7M in Q2 2023. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • AE Wealth Management held 9,280 shares of iShares Expanded Tech Sector ETF worth $1.52M as of Q2 2026.
  • AE Wealth Management sold 2 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $300.
  • iShares Expanded Tech Sector ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #761 holding.
  • AE Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and has held it in 25 quarters since.
  • AE Wealth Management's iShares Expanded Tech Sector ETF position peaked at $13.7M in Q2 2023.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.