Asset Dedication LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Asset Dedication LLC’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	$3.44K	Hold	21	–	–	﹤0.01%	973
2026 Q1	$2.49K	Hold	21	–	–	﹤0.01%	950
2025 Q4	$2.71K	Hold	21	–	–	﹤0.01%	975
2025 Q3	$2.65K	Hold	21	–	–	﹤0.01%	993
2025 Q2	$2.36K	Hold	21	–	–	﹤0.01%	1014
2025 Q1	$1.91K	Hold	21	–	–	﹤0.01%	965
2024 Q4	$2.14K	Hold	21	–	–	﹤0.01%	960
2024 Q3	$2.02K	Sell	21 -213	-91%	-$19.7K	﹤0.01%	1009
2024 Q2	$22.1K	Hold	234	–	–	﹤0.01%	657
2024 Q1	$20K	Hold	234	–	–	﹤0.01%	594
2023 Q4	$17K	Hold	234	–	–	﹤0.01%	603
2023 Q3	$15K	Hold	234	–	–	﹤0.01%	615
2023 Q2	$15K	Hold	234	–	–	﹤0.01%	610
2023 Q1	$13K	Hold	234	–	–	﹤0.01%	629
2022 Q4	$11K	Hold	234	–	–	﹤0.01%	646
2022 Q3	$11K	Buy	+234	New	+$12.3K	﹤0.01%	613
2022 Q2	–	Sell	-234	Closed	-$15K	–	703
2022 Q1	$15K	Hold	234	–	–	﹤0.01%	604
2021 Q4	$17K	Hold	234	–	–	﹤0.01%	568
2021 Q3	$16K	Hold	234	–	–	﹤0.01%	606
2021 Q2	$16K	Buy	+234	New	+$14.9K	﹤0.01%	555
2021 Q1	–	Sell	-234	Closed	-$14K	–	719
2020 Q4	$14K	Buy	+234	New	+$12.8K	﹤0.01%	509

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

Asset Dedication LLC's IGM Position: Q2 2026 in Review

Asset Dedication LLC held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 21 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Asset Dedication LLC first reported a position in IGM in Q4 2020 and has held it in 21 quarters since. The position peaked at $22.1K in Q2 2024. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Asset Dedication LLC held 21 shares of iShares Expanded Tech Sector ETF worth $3.44K as of Q2 2026.
Asset Dedication LLC left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #973 holding.
Asset Dedication LLC first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 21 quarters since.
Asset Dedication LLC's iShares Expanded Tech Sector ETF position peaked at $22.1K in Q2 2024.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.