Brinker Capital Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Brinker Capital Investments’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	$219K	Buy	+1,339	New	+$201K	﹤0.01%	1778
2025 Q1	–	Sell	-2,503	Closed	-$256K	–	1925
2024 Q4	$256K	Buy	+2,503	New	+$252K	﹤0.01%	1631
2014 Q3	–	Sell	-258,000	Closed	-$4.09M	–	393
2014 Q2	$4.09M	Sell	258,000 -72,000	-22%	-$1.1M	0.15%	112
2014 Q1	$5M	Buy	330,000 +120,000	+57%	+$1.8M	0.19%	101
2013 Q4	$3.13M	Buy	210,000 +108,000	+106%	+$1.51M	0.12%	128
2013 Q3	$1.36M	Hold	102,000	–	–	0.05%	170
2013 Q2	$1.26M	Buy	+102,000	New	+$1.26M	0.05%	171

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

Brinker Capital Investments's IGM Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,339 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in IGM as recently as Q4 2024.

Brinker Capital Investments first reported a position in IGM in Q2 2013 and has held it in 7 quarters since. The position peaked at $5M in Q1 2014. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Brinker Capital Investments held 1,339 shares of iShares Expanded Tech Sector ETF worth $219K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Brinker Capital Investments position in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1778 holding.
Brinker Capital Investments first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 7 quarters since.
Brinker Capital Investments's iShares Expanded Tech Sector ETF position peaked at $5M in Q1 2014.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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