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Atria Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Atria Investments’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 		$3.16M Sell
19,346
-1,422
-7% -$213K 0.03% 546
2026
Q1 		$2.46M Sell
20,768
-707
-3% -$89K 0.03% 623
2025
Q4 		$2.77M Sell
21,475
-17,505
-45% -$2.27M 0.03% 591
2025
Q3 		$4.91M Buy
38,980
+27,929
+253% +$3.29M 0.06% 397
2025
Q2 		$1.24M Sell
11,051
-1,161
-10% -$114K 0.01% 925
2025
Q1 		$1.11M Buy
12,212
+111
+0.9% +$11.2K 0.01% 960
2024
Q4 		$1.24M Buy
12,101
+1,382
+13% +$139K 0.02% 874
2024
Q3 		$1.03M Sell
10,719
-5,660
-35% -$523K 0.01% 954
2024
Q2 		$1.54M Sell
16,379
-8,210
-33% -$719K 0.02% 744
2024
Q1 		$2.12M Sell
24,589
-4,613
-16% -$376K 0.03% 628
2023
Q4 		$2.18M Buy
29,202
+2,382
+9% +$163K 0.03% 564
2023
Q3 		$1.71M Buy
26,820
+3,912
+17% +$258K 0.03% 634
2023
Q2 		$1.5M Sell
22,908
-4,950
-18% -$294K 0.03% 665
2023
Q1 		$1.58M Sell
27,858
-3,000
-10% -$156K 0.03% 626
2022
Q4 		$1.44M Sell
30,858
-30,444
-50% -$1.46M 0.03% 624
2022
Q3 		$2.82M Sell
61,302
-32,550
-35% -$1.72M 0.06% 378
2022
Q2 		$4.61M Buy
93,852
+18,132
+24% +$995K 0.1% 249
2022
Q1 		$4.9M Buy
+75,720
New +$4.87M 0.09% 289
2016
Q1 		– Sell
-15,654
Closed -$267K – 459
2015
Q4 		$267K Buy
+15,654
New +$288K 0.03% 338

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 22.9% 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

Atria Investments's IGM Position: Q2 2026 in Review

Atria Investments reduced its iShares Expanded Tech Sector ETF (IGM) stake by 6.8% in Q2 2026, selling an estimated $213K and leaving 19,346 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #546.

Atria Investments first reported a position in IGM in Q4 2015 and has held it in 19 quarters since. The position peaked at $4.91M in Q3 2025. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Atria Investments held 19,346 shares of iShares Expanded Tech Sector ETF worth $3.16M as of Q2 2026.
  • Atria Investments sold 1,422 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $213K.
  • iShares Expanded Tech Sector ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #546 holding.
  • Atria Investments first reported a position in iShares Expanded Tech Sector ETF in Q4 2015 and has held it in 19 quarters since.
  • Atria Investments's iShares Expanded Tech Sector ETF position peaked at $4.91M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.