Beacon Pointe Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Beacon Pointe Advisors’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	$3.26M	Sell	19,932 -941	-5%	-$141K	0.02%	615
2026 Q1	$2.47M	Sell	20,873 -3,365	-14%	-$423K	0.01%	669
2025 Q4	$3.13M	Buy	24,238 +13,057	+117%	+$1.69M	0.02%	498
2025 Q3	$1.41M	Sell	11,181 -194	-2%	-$22.9K	0.01%	638
2025 Q2	$1.28M	Buy	11,375 +169	+2%	+$16.6K	0.01%	590
2025 Q1	$1.02M	Buy	11,206 +164	+1%	+$16.6K	0.01%	633
2024 Q4	$1.13M	Buy	+11,042	New	+$1.11M	0.01%	601

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

Beacon Pointe Advisors's IGM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.5% in Q2 2026, selling an estimated $141K and leaving 19,932 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #615.

Beacon Pointe Advisors first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Beacon Pointe Advisors held 19,932 shares of iShares Expanded Tech Sector ETF worth $3.26M as of Q2 2026.
Beacon Pointe Advisors sold 941 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $141K.
iShares Expanded Tech Sector ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #615 holding.
Beacon Pointe Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.