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

Asset Management 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	$8.43M	Sell	51,524 -4,018	-7%	-$602K	1.23%	24
2026 Q1	$6.58M	Sell	55,542 -1,404	-2%	-$177K	1.06%	28
2025 Q4	$7.36M	Sell	56,946 -154	-0.3%	-$19.9K	1.19%	24
2025 Q3	$7.19M	Sell	57,100 -635	-1%	-$74.9K	1.18%	24
2025 Q2	$6.49M	Buy	57,735 +31	+0.1%	+$3.04K	1.13%	26
2025 Q1	$5.23M	Sell	57,704 -1,024	-2%	-$103K	0.97%	31
2024 Q4	$6M	Sell	58,728 -980	-2%	-$98.5K	1.07%	28
2024 Q3	$5.73M	Sell	59,708 -195	-0.3%	-$18K	1%	29
2024 Q2	$5.65M	Sell	59,903 -36	-0.1%	-$3.15K	1.05%	29
2024 Q1	$5.17M	Sell	59,939 -301	-0.5%	-$24.5K	0.97%	31
2023 Q4	$4.5M	Sell	60,240 -78	-0.1%	-$5.33K	0.9%	31
2023 Q3	$3.84M	Sell	60,318 -306	-0.5%	-$20.2K	0.85%	32
2023 Q2	$3.97M	Sell	60,624 -240	-0.4%	-$14.3K	0.84%	32
2023 Q1	$3.44M	Buy	60,864 +60	+0.1%	+$3.13K	0.77%	38
2022 Q4	$2.84M	Buy	60,804 +102	+0.2%	+$4.89K	0.67%	45
2022 Q3	$2.8M	Sell	60,702 -570	-0.9%	-$30K	0.7%	41
2022 Q2	$3.01M	Buy	61,272 +42	+0.1%	+$2.3K	0.72%	40
2022 Q1	$3.97M	Sell	61,230 -210	-0.3%	-$13.5K	0.83%	33
2021 Q4	$4.5M	Sell	61,440 -1,164	-2%	-$83.7K	0.88%	32
2021 Q3	$4.21M	Sell	62,604 -2,532	-4%	-$176K	0.86%	34
2021 Q2	$4.39M	Sell	65,136 -1,170	-2%	-$74.5K	0.91%	35
2021 Q1	$3.99M	Hold	66,306	–	–	0.86%	38
2020 Q4	$3.87M	Buy	66,306 +30	+0%	+$1.64K	0.94%	34
2020 Q3	$3.41M	Sell	66,276 -498	-0.7%	-$25.1K	1%	34
2020 Q2	$3.11M	Buy	66,774 +192	+0.3%	+$8.07K	0.98%	34
2020 Q1	$2.35M	Sell	66,582 -594	-0.9%	-$23.8K	0.89%	39
2019 Q4	$2.71M	Sell	67,176 -960	-1%	-$36.6K	0.82%	41
2019 Q3	$2.46M	Sell	68,136 -1,392	-2%	-$50.9K	0.84%	37
2019 Q2	$2.5M	Sell	69,528 -1,182	-2%	-$41.8K	0.89%	37
2019 Q1	$2.43M	Sell	70,710 -336	-0.5%	-$10.8K	0.88%	37
2018 Q4	$2.03M	Sell	71,046 -726	-1%	-$22.4K	0.83%	40
2018 Q3	$2.5M	Sell	71,772 -1,278	-2%	-$43.4K	0.85%	42
2018 Q2	$2.35M	Hold	73,050	–	–	0.82%	43
2018 Q1	$2.19M	Sell	73,050 -936	-1%	-$28.4K	0.78%	43
2017 Q4	$2.08M	Buy	73,986 +204	+0.3%	+$5.64K	0.75%	44
2017 Q3	$1.91M	Sell	73,782 -2,880	-4%	-$72.8K	0.72%	47
2017 Q2	$1.85M	Sell	76,662 -528	-0.7%	-$12.7K	0.71%	48
2017 Q1	$1.78M	Sell	77,190 -480	-0.6%	-$10.7K	0.7%	45
2016 Q4	$1.6M	Buy	77,670 +294	+0.4%	+$6.05K	0.66%	46
2016 Q3	$1.59M	Buy	77,376 +6	+0%	+$119	0.66%	47
2016 Q2	$1.42M	Sell	77,370 -1,056	-1%	-$19.3K	0.62%	49
2016 Q1	$1.45M	Buy	78,426 +318	+0.4%	+$5.47K	0.64%	47
2015 Q4	$1.44M	Buy	78,108 +150	+0.2%	+$2.76K	0.65%	47
2015 Q3	$1.3M	Sell	77,958 -462	-0.6%	-$8.01K	0.61%	47
2015 Q2	$1.35M	Sell	78,420 -492	-0.6%	-$8.72K	0.61%	45
2015 Q1	$1.36M	Sell	78,912 -144	-0.2%	-$2.47K	0.63%	44
2014 Q4	$1.34M	Buy	79,056 +588	+0.7%	+$9.7K	0.68%	40
2014 Q3	$1.28M	Sell	78,468 -1,698	-2%	-$27.6K	0.68%	38
2014 Q2	$1.27M	Sell	80,166 -210	-0.3%	-$3.2K	0.69%	38
2014 Q1	$1.22M	Sell	80,376 -894	-1%	-$13.4K	0.7%	38
2013 Q4	$1.21M	Buy	81,270 +354	+0.4%	+$4.96K	0.74%	33
2013 Q3	$1.08M	Buy	80,916 +192	+0.2%	+$2.5K	0.7%	33
2013 Q2	$1M	Buy	+80,724	New	+$997K	0.69%	33

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 Management Group's IGM Position: Q2 2026 in Review

Asset Management Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 7.2% in Q2 2026, selling an estimated $602K and leaving 51,524 shares worth $8.43M. The position accounts for 1.23% of the portfolio, ranked #24.

Asset Management Group first reported a position in IGM in Q2 2013 and has held it in 53 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Asset Management Group held 51,524 shares of iShares Expanded Tech Sector ETF worth $8.43M as of Q2 2026.
Asset Management Group sold 4,018 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $602K.
iShares Expanded Tech Sector ETF made up 1.23% of Asset Management Group's portfolio in Q2 2026, its #24 holding.
Asset Management Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 53 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.