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

Baker Avenue Asset Management’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	$12.4M	Buy	75,801 +925	+1%	+$139K	0.23%	88
2026 Q1	$8.87M	Buy	74,876 +41	+0.1%	+$5.16K	0.2%	103
2025 Q4	$9.67M	Buy	74,835 +333	+0.4%	+$43.1K	0.22%	95
2025 Q3	$9.38M	Buy	74,502 +837	+1%	+$98.7K	0.22%	93
2025 Q2	$8.28M	Buy	73,665 +3,042	+4%	+$299K	0.24%	94
2025 Q1	$6.4M	Buy	70,623 +3,731	+6%	+$377K	0.2%	97
2024 Q4	$6.83M	Buy	66,892 +8,619	+15%	+$866K	0.21%	96
2024 Q3	$5.59M	Buy	58,273 +55,633	+2,107%	+$5.14M	0.18%	100
2024 Q2	$249K	Hold	2,640	–	–	0.01%	331
2024 Q1	$228K	Buy	+2,640	New	+$215K	0.01%	334
2023 Q4	–	Sell	-2,640	Closed	-$168K	–	890
2023 Q3	$168K	Hold	2,640	–	–	0.01%	359
2023 Q2	$173K	Sell	2,640 -396	-13%	-$23.5K	0.01%	355
2023 Q1	$172K	Sell	3,036 -54	-2%	-$2.82K	0.01%	354
2022 Q4	$144K	Buy	+3,090	New	+$148K	0.01%	360

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

Baker Avenue Asset Management's IGM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.2% in Q2 2026, buying an estimated $139K and bringing the position to 75,801 shares worth $12.4M. The position accounts for 0.23% of the portfolio, ranked #88.

Baker Avenue Asset Management first reported a position in IGM in Q4 2022 and has held it in 14 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Baker Avenue Asset Management held 75,801 shares of iShares Expanded Tech Sector ETF worth $12.4M as of Q2 2026.
Baker Avenue Asset Management bought 925 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $139K.
iShares Expanded Tech Sector ETF made up 0.23% of Baker Avenue Asset Management's portfolio in Q2 2026, its #88 holding.
Baker Avenue Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 14 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.