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

Belpointe 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	$681K	Buy	+4,160	New	+$623K	0.02%	618
2026 Q1	–	Sell	-6,039	Closed	-$780K	–	1129
2025 Q4	$780K	Sell	6,039 -29,734	-83%	-$3.85M	0.03%	523
2025 Q3	$4.51M	Sell	35,773 -233	-0.6%	-$27.5K	0.17%	102
2025 Q2	$4.04M	Sell	36,006 -5,104	-12%	-$501K	0.17%	105
2025 Q1	$3.73M	Sell	41,110 -57,496	-58%	-$5.81M	0.19%	103
2024 Q4	$9.18M	Sell	98,606 -41	-0%	-$4.12K	0.55%	27
2024 Q3	$9.46M	Buy	98,647 +31,543	+47%	+$2.92M	0.57%	27
2024 Q2	$6.33M	Buy	+67,104	New	+$5.88M	0.44%	40
2023 Q2	–	Sell	-786	Closed	-$44.5K	–	1874
2023 Q1	$44.5K	Hold	786	–	–	﹤0.01%	1765
2022 Q4	$36.7K	Buy	+786	New	+$37.7K	﹤0.01%	1796
2022 Q2	–	Sell	-7,488	Closed	-$485K	–	1196
2022 Q1	$485K	Buy	+7,488	New	+$482K	0.03%	548

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

Belpointe Asset Management's IGM Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 4,160 shares worth $681K. The stake represents 0.02% of the portfolio and ranks #618 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IGM as recently as Q4 2025.

Belpointe Asset Management first reported a position in IGM in Q1 2022 and has held it in 11 quarters since. The position peaked at $9.46M in Q3 2024. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Belpointe Asset Management held 4,160 shares of iShares Expanded Tech Sector ETF worth $681K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Belpointe Asset Management position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #618 holding.
Belpointe Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 11 quarters since.
Belpointe Asset Management's iShares Expanded Tech Sector ETF position peaked at $9.46M in Q3 2024.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.