Allworth Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Allworth Financial’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	$36.9M	Sell	225,825 -6,646	-3%	-$995K	0.16%	95
2026 Q1	$27.6M	Sell	232,471 -1,576	-0.7%	-$198K	0.11%	116
2025 Q4	$30.2M	Sell	234,047 -9,786	-4%	-$1.27M	0.12%	103
2025 Q3	$30.7M	Sell	243,833 -1,593	-0.6%	-$188K	0.14%	99
2025 Q2	$27.6M	Sell	245,426 -684	-0.3%	-$67.2K	0.13%	100
2025 Q1	$22.4M	Sell	246,110 -6,541	-3%	-$661K	0.13%	98
2024 Q4	$27M	Buy	252,651 +252,342	+81,664%	+$25.4M	0.15%	82
2024 Q3	$29.6K	Hold	309	–	–	﹤0.01%	1666
2024 Q2	$28.5K	Hold	309	–	–	﹤0.01%	1652
2024 Q1	$26.6K	Buy	309 +3	+1%	+$244	﹤0.01%	1607
2023 Q4	$23K	Hold	306	–	–	﹤0.01%	1569
2023 Q3	$19.6K	Hold	306	–	–	﹤0.01%	1527
2023 Q2	$20.2K	Hold	306	–	–	﹤0.01%	1535
2023 Q1	$17.4K	Hold	306	–	–	﹤0.01%	1542
2022 Q4	$14.4K	Hold	306	–	–	﹤0.01%	1541
2022 Q3	$14K	Hold	306	–	–	﹤0.01%	1448
2022 Q2	$15K	Hold	306	–	–	﹤0.01%	1365
2022 Q1	$20K	Hold	306	–	–	﹤0.01%	1263
2021 Q4	$22K	Hold	306	–	–	﹤0.01%	1087
2021 Q3	$21K	Hold	306	–	–	﹤0.01%	1007
2021 Q2	$21K	Buy	+306	New	+$19.5K	﹤0.01%	840

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

Allworth Financial's IGM Position: Q2 2026 in Review

Allworth Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.9% in Q2 2026, selling an estimated $995K and leaving 225,825 shares worth $36.9M. The position accounts for 0.16% of the portfolio, ranked #95.

Allworth Financial first reported a position in IGM in Q2 2021 and has held it in 21 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Allworth Financial held 225,825 shares of iShares Expanded Tech Sector ETF worth $36.9M as of Q2 2026.
Allworth Financial sold 6,646 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $995K.
iShares Expanded Tech Sector ETF made up 0.16% of Allworth Financial's portfolio in Q2 2026, its #95 holding.
Allworth Financial first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and has held it in 21 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.