Bell Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bell Investment 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	$63.6K	Hold	389	–	–	0.01%	237
2026 Q1	$46.1K	Hold	389	–	–	0.01%	261
2025 Q4	$50.2K	Hold	389	–	–	0.01%	254
2025 Q3	$49K	Hold	389	–	–	0.01%	247
2025 Q2	$43.7K	Sell	389 -1,327	-77%	-$130K	0.01%	272
2025 Q1	$156K	Hold	1,716	–	–	0.03%	116
2024 Q4	$175K	Hold	1,716	–	–	0.03%	115
2024 Q3	$165K	Hold	1,716	–	–	0.03%	112
2024 Q2	$162K	Hold	1,716	–	–	0.03%	111
2024 Q1	$148K	Buy	1,716 +846	+97%	+$68.9K	0.03%	114
2023 Q4	$65K	Buy	+870	New	+$59.5K	0.01%	173

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 22.9% 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

Bell Investment Advisors's IGM Position: Q2 2026 in Review

Bell Investment Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 389 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #237.

Bell Investment Advisors first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $175K in Q4 2024. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Bell Investment Advisors held 389 shares of iShares Expanded Tech Sector ETF worth $63.6K as of Q2 2026.
Bell Investment Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #237 holding.
Bell Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
Bell Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $175K in Q4 2024.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.