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AlTi Global’s iShares Expanded Tech Sector ETF IGM Stock Holding History

AlTi Global’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 		$1.51M Buy
9,213
+713
+8% +$107K 0.03% 209
2026
Q1 		$1.01M Sell
8,500
-267
-3% -$33.6K 0.02% 240
2025
Q4 		$1.13M Hold
8,767
– – 0.02% 216
2025
Q3 		$1.1M Hold
8,767
– – 0.03% 230
2025
Q2 		$985K Buy
8,767
+2
+0% +$196 0.02% 236
2025
Q1 		$795K Sell
8,765
-576
-6% -$58.2K 0.02% 233
2024
Q4 		$954K Sell
9,341
-1,532
-14% -$154K 0.02% 222
2024
Q3 		$1.04M Buy
10,873
+2
+0% +$185 0.03% 209
2024
Q2 		$1.03M Buy
10,871
+1,878
+21% +$164K 0.03% 210
2024
Q1 		$775K Sell
8,993
-1
-0% -$81 0.02% 216
2023
Q4 		$672K Buy
+8,994
New +$615K 0.02% 217

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

AlTi Global's IGM Position: Q2 2026 in Review

AlTi Global increased its iShares Expanded Tech Sector ETF (IGM) stake by 8.4% in Q2 2026, buying an estimated $107K and bringing the position to 9,213 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #209.

AlTi Global first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • AlTi Global held 9,213 shares of iShares Expanded Tech Sector ETF worth $1.51M as of Q2 2026.
  • AlTi Global bought 713 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $107K.
  • iShares Expanded Tech Sector ETF made up 0.03% of AlTi Global's portfolio in Q2 2026, its #209 holding.
  • AlTi Global first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.