Brown Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Brown Advisory’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 Q1	$3.05M	Sell	25,733 -3,189	-11%	-$401K	0.01%	607
2025 Q4	$3.74M	Sell	28,922 -465	-2%	-$60.2K	0.01%	584
2025 Q3	$3.7M	Buy	29,387 +268	+0.9%	+$31.6K	﹤0.01%	571
2025 Q2	$3.27M	Buy	29,119 +1,947	+7%	+$191K	﹤0.01%	575
2025 Q1	$2.46M	Buy	27,172 +4,483	+20%	+$453K	﹤0.01%	607
2024 Q4	$2.32M	Buy	22,689 +6,815	+43%	+$685K	﹤0.01%	628
2024 Q3	$1.52M	Buy	15,874 +125	+0.8%	+$11.6K	﹤0.01%	693
2024 Q2	$1.49M	Sell	15,749 -6,331	-29%	-$554K	﹤0.01%	686
2024 Q1	$1.9M	Buy	22,080 +15,318	+227%	+$1.25M	﹤0.01%	651
2023 Q4	$505K	Sell	6,762 -30	-0.4%	-$2.05K	﹤0.01%	935
2023 Q3	$433K	Hold	6,792	–	–	﹤0.01%	936
2023 Q2	$445K	Hold	6,792	–	–	﹤0.01%	935
2023 Q1	$384K	Buy	6,792 +282	+4%	+$14.7K	﹤0.01%	976
2022 Q4	$304K	Sell	6,510 -492	-7%	-$23.6K	﹤0.01%	1024
2022 Q3	$323K	Hold	7,002	–	–	﹤0.01%	950
2022 Q2	$344K	Hold	7,002	–	–	﹤0.01%	924
2022 Q1	$454K	Sell	7,002 -6,330	-47%	-$408K	﹤0.01%	881
2021 Q4	$976K	Hold	13,332	–	–	﹤0.01%	730
2021 Q3	$897K	Hold	13,332	–	–	﹤0.01%	714
2021 Q2	$898K	Sell	13,332 -150	-1%	-$9.55K	﹤0.01%	724
2021 Q1	$811K	Hold	13,482	–	–	﹤0.01%	746
2020 Q4	$786K	Hold	13,482	–	–	﹤0.01%	703
2020 Q3	$694K	Sell	13,482 -558	-4%	-$28.1K	﹤0.01%	676
2020 Q2	$653K	Buy	14,040 +558	+4%	+$23.4K	﹤0.01%	676
2020 Q1	$476K	Buy	+13,482	New	+$540K	﹤0.01%	703
2014 Q2	–	Sell	-3,150	Closed	-$48K	–	959
2014 Q1	$48K	Hold	3,150	–	–	﹤0.01%	942
2013 Q4	$47K	Hold	3,150	–	–	﹤0.01%	901
2013 Q3	$42K	Hold	3,150	–	–	﹤0.01%	849
2013 Q2	$39K	Buy	+3,150	New	+$38.9K	﹤0.01%	820

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Brown Advisory's IGM Position: Q1 2026 in Review

Brown Advisory reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q1 2026, selling an estimated $401K and leaving 25,733 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #607.

Brown Advisory first reported a position in IGM in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.74M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Brown Advisory held 25,733 shares of iShares Expanded Tech Sector ETF worth $3.05M as of Q1 2026.
Brown Advisory sold 3,189 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $401K.
iShares Expanded Tech Sector ETF made up 0.01% of Brown Advisory's portfolio in Q1 2026, its #607 holding.
Brown Advisory first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 29 quarters since.
Brown Advisory's iShares Expanded Tech Sector ETF position peaked at $3.74M in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.