Ascent Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ascent Group’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	$1.3M	Sell	7,931 -289	-4%	-$43.3K	0.04%	343
2026 Q1	$974K	Sell	8,220 -9	-0.1%	-$1.13K	0.03%	366
2025 Q4	$1.06M	Sell	8,229 -2,472	-23%	-$320K	0.04%	356
2025 Q3	$1.35M	Buy	10,701 +1,697	+19%	+$200K	0.05%	316
2025 Q2	$1.01M	Sell	9,004 -1,530	-15%	-$150K	0.04%	329
2025 Q1	$955K	Buy	+10,534	New	+$1.06M	0.04%	334
2022 Q4	–	Sell	-8,820	Closed	-$424K	–	468
2022 Q3	$424K	Sell	8,820 -10,290	-54%	-$542K	0.05%	317
2022 Q2	$1.06M	Buy	19,110 +1,440	+8%	+$79K	0.13%	202
2022 Q1	$1.15M	Buy	+17,670	New	+$1.14M	0.13%	208

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

Ascent Group's IGM Position: Q2 2026 in Review

Ascent Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.5% in Q2 2026, selling an estimated $43.3K and leaving 7,931 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #343.

Ascent Group first reported a position in IGM in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.35M in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Ascent Group held 7,931 shares of iShares Expanded Tech Sector ETF worth $1.3M as of Q2 2026.
Ascent Group sold 289 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $43.3K.
iShares Expanded Tech Sector ETF made up 0.04% of Ascent Group's portfolio in Q2 2026, its #343 holding.
Ascent Group first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 9 quarters since.
Ascent Group's iShares Expanded Tech Sector ETF position peaked at $1.35M in Q3 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.