Beck Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Beck Capital 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	$218K	Buy	+1,333	New	+$200K	0.04%	137
2026 Q1	–	Sell	-1,560	Closed	-$201K	–	125
2025 Q4	$201K	Sell	1,560 -43	-3%	-$5.57K	0.05%	121
2025 Q3	$202K	Buy	+1,603	New	+$189K	0.05%	125
2018 Q4	–	Sell	-43,254	Closed	-$1.51M	–	80
2018 Q3	$1.51M	Sell	43,254 -522	-1%	-$17.7K	0.65%	48
2018 Q2	$1.41M	Sell	43,776 -1,980	-4%	-$62.4K	0.68%	44
2018 Q1	$1.37M	Sell	45,756 -1,836	-4%	-$55.7K	0.63%	45
2017 Q4	$1.34M	Sell	47,592 -462	-1%	-$12.8K	0.59%	51
2017 Q3	$1.44M	Sell	48,054 -1,152	-2%	-$29.1K	0.69%	47
2017 Q2	$1.22M	Buy	49,206 +2,562	+5%	+$61.5K	0.62%	48
2017 Q1	$1.08M	Buy	46,644 +1,848	+4%	+$41.1K	0.57%	51
2016 Q4	$924K	Buy	44,796 +1,080	+2%	+$22.2K	0.52%	58
2016 Q3	$901K	Sell	43,716 -510	-1%	-$10.1K	0.55%	53
2016 Q2	$811K	Buy	44,226 +2,118	+5%	+$38.8K	0.52%	55
2016 Q1	$777K	Sell	42,108 -2,574	-6%	-$44.3K	0.54%	53
2015 Q4	$824K	Buy	44,682 +12,996	+41%	+$239K	0.49%	55
2015 Q3	$551K	Buy	31,686 +1,026	+3%	+$17.8K	0.38%	55
2015 Q2	$529K	Sell	30,660 -198	-0.6%	-$3.51K	0.28%	78
2015 Q1	$530K	Sell	30,858 -384	-1%	-$6.58K	0.3%	78
2014 Q4	$531K	Buy	31,242 +654	+2%	+$10.8K	0.31%	81
2014 Q3	$486K	Buy	30,588 +2,586	+9%	+$42.1K	0.34%	87
2014 Q2	$444K	Buy	28,002 +1,380	+5%	+$21K	0.3%	99
2014 Q1	$410K	Buy	26,622 +3,180	+14%	+$47.8K	0.31%	98
2013 Q4	$338K	Buy	+23,442	New	+$329K	0.27%	98

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

Beck Capital Management's IGM Position: Q2 2026 in Review

Beck Capital Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,333 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Beck Capital Management previously reported a position in IGM as recently as Q4 2025.

Beck Capital Management first reported a position in IGM in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.51M in Q3 2018. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Beck Capital Management held 1,333 shares of iShares Expanded Tech Sector ETF worth $218K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Beck Capital Management position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.04% of Beck Capital Management's portfolio in Q2 2026, its #137 holding.
Beck Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and has held it in 23 quarters since.
Beck Capital Management's iShares Expanded Tech Sector ETF position peaked at $1.51M in Q3 2018.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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